how to create a invoice

Let me outline the steps of creating an invoice in QuickBooks Online (QBO), Allikai. I want to ensure you can generate them for your business transactions.

In QBO, generating invoices will depend on whether you are on the old or new invoice experience. If you're using the new layout, here's how:

1. Click +New and select Invoice.
   
   
   
   
2. Hit Add customer and choose a customer from the dropdown, or click + Add new to add a new one.
   
   
   
   
3. Review the Invoice date, Due date, and Terms.
4. Add a product or service from the dropdown or select + Add new to set up a new one.
   
   
   
   
5. Complete the other necessary fields.
6. Click Review and send if you want to email the sales form to your customer. Nevertheless, if you will send it later, hit Save and close. Lastly, click Print and download if you'd like to print a paper invoice.

However, if you're using the old layout, please refer to this article for the detailed steps: Create invoices in QuickBooks Online.

Additionally, I'll share this resource to guide you in making a sales receipt when your clients pay for products or services directly: Create and send sales receipts in QuickBooks Online.

If you have further questions about managing invoices in QBO, please comment below. The Community is always ready to respond to your queries.