QuickBooks Invoice: A Step-By-Step Guide To Creating Invoices

Invoices play an important role in the growth of your business. It is a formal document to track sales and transactions. You can use QuickBooks Invoice to send it electronically to your customers. QuickBooks allows you to generate, save, send, and track your transaction documents. QuickBooks Invoice Template saves a lot of time and eliminates calculation errors.

In this article, we have listed methods to create Invoice Templates in QuickBooks and send them to your customers. You can also use the QuickBooks Template Invoice to create unique invoices. We hope you will find it helpful. Follow the methods listed below to finalise the invoice creation process.

How To Create A New QuickBooks Invoice?

Go through the steps listed here-

First of all, go to the Dashboard menu.
Click on the Invoicing tab and select the Send Your First Invoice tab.
Then, add the Customer’s details or choose a customer from the list.
Tap Save to proceed further in the process.
After that, choose the Payment terms and enter product or service details.
Tap the Print or Preview option to preview your invoice.

Then, click Customise to edit current invoice details or add a logo.
Set up Online Payments by clicking Get Set Up.
After that, send your invoice by tapping Save and Send.
Finally, enter the email address and Send it.

How To Create A QuickBooks Invoice In Desktop Tool?

Here is how to create an invoice in the QuickBooks Desktop tool. You can create an Invoice with or without a sales order or estimate. There are three different ways to generate it. Follow the instructions given below:

Method 1: Without A Sales Order

QuickBooks users can create invoices without any estimate or sales order. Follow the simple process:

Go to the Customers menu and tap Create Invoices.
Click the Customer tab from the dropdown menu, or tap Add New for a new customer.
Then, open the QuickBooks company files.
Save the job information and continue to create your invoice.
After that, select the Template and fill out the required details.
Scroll down and complete the bottom part of the QuickBooks Invoice.
Then, follow on-screen commands and tap Save & Close to update.
Tap Save & New to save the current invoice and open a new blank invoice.
Finally, send the invoices to the customers or vendors.

Method 2: From A Sales Order

Here is how you can create sales invoices:

First of all, click on the Sales Orders icon from the Dashboard.
Open the Sales Order form and tap on the Find icon to locate the sales order.
Then, tap the Create Invoice icon to get a blank invoice.

Specify what you want to include on the invoice and tap OK.
After that, choose the items in the pop-up box.
Click OK to update the changes.
Then, go to the Invoice window and add information.
Finally, send the invoices to the vendors or customers.

Method 3: From Estimate

You can use the estimate for invoices in QuickBooks. QB Desktop allows you to convert estimates into QuickBooks Invoices. Follow the steps given below:

Tap the Estimates window to get the window.
Select the Estimate from the list and click Create Invoice to proceed.
Then, follow on-screen commands and enter the cost for the particular invoice.
Click OK to update the changes made by you.
After that, fill out other details.
Finally, tap Save & Close to complete the process.

How To Create QuickBooks Invoice In Online Tool?

Creating invoices in the QuickBooks Online tool is similar to the Desktop one. You can follow the steps mentioned below to generate a new QuickBooks Invoice:

Method 1: Without The Estimate

Go through the steps given below:

Go to the Dashboard menu and tap the Plus icon.
Then, choose the Invoices option under the Sales section.

Tap New Invoice to get a blank invoice.
After that, select customer or tap Add New to generate a new customer.
Fill out the Customer Details, Payment Terms, and other relevant details.

Then, select the correct sales tax rate in your invoice.
Tap Cancel to proceed further, and click on the Print icon.
After that, tap on the Make Recurring option to save the work.

Review your invoice and click on the Save & Send option.

Method 2: From An Estimate

You can generate an invoice with the help of an estimate by following the steps mentioned below:

Firstly, click the + icon and tap the Sales option.
Click the Customers tab from the dropdown window.

Tap on the Search field and enter the customer’s name.
Then, select the customer from the search results.

Navigate to the Action column and tap the Create Invoice option.

After that, open the Invoice tab and make the required changes.
Enter the invoice details and follow the prompts.

Finally, save the invoice and send it to your customers.

How To Create QuickBooks Proforma Invoice?

It is a non-posting form used in the QuickBooks Online tool. You will not get an in-built invoice for customers. But you can use the Custom Form Style to generate a new QuickBooks Proforma Invoice. The process takes only a few minutes.

Follow these simple steps-

Click on the Gear icon.
Select the Custom Form Styles tab to continue.
Then, tap New Style and choose the Estimate option.
Navigate to the Content tab and tap the Edit icon.
After that, change the Estimate option in the invoice.
Finally, tap Save to update the QuickBooks Proforma Invoice style.

Conclusion

QuickBooks Invoice is good for cash flow management and speeds up the accounts receivable process. The article includes methods to learn how to create QuickBooks Invoice Templates in QB Online & Desktop tools. You need to understand the basic differences between Invoices, Sales Orders, and Bills.

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