Streamline Your Format to Bill Client for Accounting and Tax Efficiently

Format to bill client for Accounting and Tax

this is Michaela a bookkeeper from QuickBooks live let's go over how to create an invoice in QuickBooks Online we'll also review all the customization options you have to tailor the invoice to your business and show you how to let your customers pay your invoice online finally we'll show you where you can review the status of your invoice once you send it to start select new and invoice you'll see your contact info here if if you need to make any changes select edit company you can also change your logo if you want to next fill in who you're sending the invoice to if you already added your customer in QuickBooks select them QuickBooks fills in their info automatically select add new if you need to add a new customer you can change the fields your customer sees in this section by going to manage if you don't see this menu open already then customization use the toggles to turn any of the fields you see on or off select add product or service and enter what you're charging your customer for if you don't find a product or service that looks right select add new to create a new one you can change any of the info you see here add as many products and services as you want next are the options you'll offer your customer to pay you online to change these select payment options and toggle any options on or off note that you'll need to sign up for QuickBooks payments in order to receive online payments but you can sign up for that here if you haven't already you can add fields for a shipping fee or a discount by toggling those fields on then add those amounts to your invoice if you set up sales tax in QuickBooks and this invoice includes taxable products then you'll see your sales tax here you can write a note or ask add an attachment for your customer in these fields adjust the look of your invoice by going to design and updating the color and font of your invoice to something that suits your company's design note if you created templates using our previous invoicing experience you can choose those here but some functions will not be available when using these if you need to send this invoice to your customer over and over every day week month or year you can set up a recurring invoice here you can also set up automatic invoice reminders here if you want to prompt your customer to pay if the invoice is due or almost due preview what your customer will see with the PDF view or the payer view at any time when creating your invoice once everything looks just right you can email your invoice to your customer download and print it print a packing slip or share a link to the invoice we'll choose to email this invoice viiew the info and when you're ready select send invoice QuickBooks confirms that the email was sent to your customer you can review the status of your invoices by going to sales and invoices select an invoice for details on its status this menu also has some handy options like creating a duplicate voiding or deleting an invoice and more if you want to view an audit history or transaction journal for the invoice select edit and you'll see those actions under actions now you are ready to create and send invoices in QuickBooks Online