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QuickBooks puts open unpaid invoices into your accounts receivable account. Then select Copy link and paste it in your SMS or messenger service. To send your customer a link to their invoice through SMS or a messenger service, select Share link.To print a paper invoice, select Print and download.
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Make any edits to the Email body field and then select Send invoice.
Quickbooks online invoicing how to#
Want to change up the look of your invoice? Learn how to customize your invoices using templates. To send your customer a link to their invoice through SMS or a messenger service, select Save and share link.To print a paper invoice, select Save.To send the invoice later, select Save and close.If you're ready to send the invoice, select Save and send to email the invoice to your customer. If you want to revert what QuickBooks automatically suggests in the subject line, select New subject line, then Revert to previous subject line.When you’re done, there are several options for saving or sharing the invoice:.Select the Tax checkbox if you need to charge sales tax.Enter a quantity, rate and change amount if needed.You can also select +Add new to create a new product or service right from the invoice. From the Product/Service column, select a product or service.The default is 30 days, but you can change the due date if needed. Tip: Net refers to the number of days until the payment is due. If you need to, change the due date in the Terms ▼ dropdown. From the Customer ▼ dropdown, select a customer.To watch more how-to videos, visit our video section.