Note: For this release of QuickBooks, you start creating invoices by accessing the customer information. future releases will improve this functionality.
Navigate To Customer
Navigate to the list of customers, and then select the customer you would like to create an invoice for. If you haven't done so already, you will need to sync your customers before you can view a customer list. For step-by-step directions, view this article.
Open the customer by selecting the “View” button from the Customer Quick Links callout.
Create Invoice
To create a new invoice, select the “New Invoice” button.
First, verify that the customer name, terms, and due date are all correct. If anything is incorrect, you will need to make an update in your QuickBooks® Online account and then re-sync your customer list. If you need assistance with re-syncing your account, refer to this article.
Adding Services
Next, begin to add services by selecting the “Service” field. The services that are available will come directly from the connected QuickBooks® Online account.
Tip: In your QuickBooks® Online account make all products and service descriptions editable. This will allow you to change them directly in AcreConnect®.
Tip: If you charge for custom items frequently, create an item in your QuickBooks® Online account called “Service” so you can edit the description to meet your needs on each invoice.
Now, verify the description. If needed, the description can be modified by selecting and typing into the box.
The last step for the item is to update the quantity, rate, or amount.
To add another item, select the “Add Service Item” button. This will add another item row to your invoice.
Sales Tax
The “Sales Tax %” will automatically update to the correct rate if this has been set up in your QuickBooks® Online account.
Discounts
The “Discount Amount” field lets you enter a discount in dollars, if desired. Alternatively, you can change the "Discount Type" to "Discount Percent," which will convert the Discount Amount field to a percentage. The discount will then be subtracted from the invoice subtotal.
Customer Notes
If you’d like to leave a note for your customer, you can do so in the "Note to Customer" section. Anything entered here will appear on the invoice.
When your invoice is complete, select “Save”.
Review Invoice
To review or send your invoice, select the “Review” button. This will provide you a PDF of the invoice.
To edit the invoice anytime before sending, click the “Edit Invoice” button.
Send Invoice
To send the Invoice, click "Send Invoice."
Note: The invoice will be sent from QuickBooks® Online. Any online payment setup will be handled from within the QuickBooks® Online email link.
📖 Discover More
View Invoice
Now that you’ve created and sent an invoice, click HERE to learn how to view its status.
💡Tip
Need more help? Get support anytime from the chatbot in the bottom right-hand corner or contact support at [email protected] or by calling 319-201-3020 Ext.2