How to Create and Send Invoices in QuickBooks Online

1. Choose one of the different ways to open a blank invoice:

From the + New button on the top left:

From the “Sales” page

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From the customer’s page

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2. Select the customer

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3. Enter invoice date, and check the due date is in accordance with the terms for this customer

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4. Select the product or service you are selling

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5. Read the default description, and edit if required

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6. Enter the quantity and rate

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7. Enter the relevant tax for your jurisdiction

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8. Check or enter any messages you would like to see on the invoice

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9. Look over all of the details – if everything looks correct you can “save and send” it to your customer

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10. You can edit the email message, hit send, and your customer will receive their invoice.

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11. You can also download your invoice as a pdf and send in another format if required

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How to delete an invoice in QuickBooks online?

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If your invoice was created in error – you can delete it.  

If you have sent it to your customer they may have already viewed it, and it may be a good idea to reach out to them before you make any changes or delete the invoice.

From “More” on the bottom of the screen select “Delete”

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You will receive a warning

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If you proceed the invoice will be deleted.

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