WiZXpert is here with another article on how to create invoices in QuickBooks Self-Employed and then send it to your customers so that they can pay you easily. If in case your customer requires to make a payment instant or previously paid you, then you have to enter the manual transaction. In this article, we will discuss the process of creating invoices for the QuickBooks self-employed. If having any issue related to creating invoices, contact our QuickBooks ProAdvisor for help through Toll-Free No. +1-844-405-0904
Table of Contents
Steps To Create Invoices in QuickBooks Self-Employed
Step 1: Set up your invoice preferences
To set up invoice preferences- first, click on the Invoices menu and later go to the Create invoice click on it.
While creating your first invoice, you need to add all your business information. Select the default name, email, address, and logo when your customers will receive their invoices. You only need to set this up once.
How to Customize your invoices
You can also customize the invoice on the form itself. If you need to use the default settings, then you do not need to perform this step.
You have a set of optimizations that employ all your invoices. If you want to do any changes, then it will apply to all going forward invoices.
- Open any one of your web browsers and log in to your QuickBooks Self-Employed account.
- Click on the Invoices from the menu, and click on Create invoice. You will not create an actual invoice, it only opens the customization window.
- Now, click on Customize.
You have many customization options. Most allow you to add or remove fields:
- Go to the Invoice details ▼ segment to enter or remove the invoice number, date, and payable date fields.
- To change the color scheme, go to the Design ▼ section. Now click on the logo or (+) symbol to add your logo to the invoice. You are only allowed to use one logo at a time. Make sure the file should be a JPEG or PNG.
- Click on the Email option to customize the message that your customers will see with their invoice.
Step 2: Create an invoice
Steps for creating an invoice on a web browser:
- On the menu section, click on the Invoices, later click on the Create invoice.
- Click on the existing customer, or you can also create a new one just entering the following fields like name, address, and email address.
- Determine when you need to pay and set the date according to your choice in the due date field.
- Click on Add Product and Service to add the goods or services you have sold. Insert the service details.
- On the drop-down menu, click on the Flat Rate or Hour. if you are already charging for a product then choose the item. Now, you need to enter an amount. Later, click on Add to Invoice.
- Click on the Add work to add more items to the invoice
- Click on the Send Invoice to email your invoice when you are ready. You can also choose what arrows and previews to view whichever your customer will get.
Steps for creating an invoice on an iPhone or iPad (iOS)
- Go to the menu section then click on Invoices, next click on the Plus sign
- Click on Add customer and choose a customer for which you are creating an invoice.
- Now, go to the product or service. You can also choose from one of your regularly used items or also have an option to create a new one.
- If in case you generate a new product or service then assign it a name so you can easily identify your product. Click on the flat rate or hourly for services. Choose the quantity for a product. Then later insert an amount. Click on Add, this will add the product or service to your invoice.
- Click on the add another product or service to add more items to the invoice.
- Now go to the Invoice contact information section if you want to update your business info. Later, click on the save to save all your modifications.
- If you want to edit the due date, creation date, or invoice number, then go to the Invoice Details section and click on the Save to save all the changes.
- When you are all set the go to the email to send your invoice. If you want to see what your clients will get, or how your invoice actually looks then click on preview.
Steps for creating an invoice on Android phone or tablet:
- First, go to the menu ☰ symbol and look for the Invoices and click on it.
- Now, click on the Plus sign.
- Click on Add a customer to choose a customer.
- Now, go to the product or service. You can also choose from one of your regularly used items or also have an option to create a new one.
- If in case you generate a new product or service then assign it a name so you can easily identify your product. Click on the flat rate or hourly for services. Choose the quantity for a product. Then later insert an amount. Click on Add, this will add the product or service to your invoice.
- Click on the add another product or service to add more items to the invoice.
- Now go to the Invoice contact information section if you want to update your business info. Later, click on the save to save all your modifications.
- If you want to edit the due date, creation date, or invoice number, then go to the Invoice Details section and click on the Save to save all the changes.
- When you are all set the go to the email to send your invoice. If you want to see what your clients will get, or how your invoice actually looks then click on preview.
Steps to turn on payments
You have to set up online payment so that your customers can pay easily for your invoice electronically. By default, this feature is not on. Read the article to know more about QuickBooks Payments.
Check out the following steps to turn on payments:
- First, open your Invoices menu and you have to create a new invoice.
- Now, click on Customize.
- Click on the Payments ▼ section.
- Choose the Activate payments link and go with the on-screen suggested steps.
- After activating the payment, click on the credit card or bank transfer (ACH) toggle to turn on the possibilities.
Step 3: Process an invoice
After receiving the invoice payment, mark it as payment.
If you are using QuickBooks Payments, then it will do this automatically for you. If you use any other payment processing service, you must manually register the invoice in QuickBooks.
- First, open your Invoices menu and look for the invoice.
- In the Action column, click on the small arrow ▼ symbol.
- Click on Mark as paid. You can also choose the Send receipt to send your customer proof that you got their payment.
You can view all your open and completed invoices in the invoice menu. Here, you can print invoices, export them as PDFs, and also send reminders for those who are overdue.
Hope this above will be helpful to you to create invoices in QuickBooks Self-Employed. If you still need any assistance then feel free to reach us by dialing our toll-free+1-844-405-0904 and get instant help from our Intuit certified ProAdvisors.