How to Create and Send an Invoice in QuickBooks Online

1. Click “+ New” and choose “Invoice”
2. Select the customer

   Add a new customer if they are not in the list.

3. Check the invoice date and terms

   Net 30 is common; match your agreement.

4. Add products or services as line items

   Enter quantity and rate for each.

5. Add a message to the customer

   Include payment instructions or a thank-you.

6. Review the total and taxes
7. Click “Save and send”

   Preview the email, then send.

Add screenshots in 2 minutes

Click Use this template, then do the task once with Howdock recording. Every click becomes a step with a screenshot and a marker on what to click, and you can blur anything sensitive before sharing.