To add a new customer, click Add new from the customer drop-down box and provide the necessary customer information. Customer: This is the customer, business, or organization who will receive the invoice.You’ll find this at the top of the invoice when creating a new invoice. Invoice number: Each invoice number is unique.Click + New and click Invoice to create a new invoice. Enter all necessary information for Product/Service, Description, QTY, Rate, Amount, and Tax.ġ.Enter customer email (if not already entered).Click + New and Invoice to create a new invoice.Quick Start: How to Create a New QuickBooks Online Invoice Create and convert an estimate into an invoice.There are two ways to create an invoice in QuickBooks Online. How to Create a QuickBooks Online Invoice Statements (shows aging table at bottom of the statement).Online delivery (email options for all sales forms e.g.Reminders (set automatic and default email message for invoice reminders).Messages (set the default email message sent with sales forms.
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