A Course of Action to Create an Invoice in QuickBooks Invoices are the blueprints for how you charge your customers for the products and services you sell. In this invoice, you can add the product or service you sell to the customers and later email it to them. To make it easier, we have guided you on how to create an invoice in QuickBooks . In the section below, you will find a simple step-by- step method to create one and also how to modify the form. So, take a walk through the blog and start creating invoices for your customers. If you have issues creating invoices, connect with an expert and get their assistance. Give a call to 855-888-3080 and ask your doubts. The Right Way to Create an Invoice in QuickBooks Here are the steps that would help you create invoice in QuickBooks. To avoid further issues, all these steps should be taken carefully: Choose +New option. Click on Invoice. Hover over the Add customer dropdown and choose a customer from there. Also, ensure that their information is accurate, especially their email address. Go through the Invoice date, Due date, and Terms. You need to enter new dates or terms, in case you need to. Note: Here, the Net refers to the number of days until the payment is due in the Terms field. Go through the dropdown, choose a product or service for each line item on the invoice. If you want to add more line items, choose Add product or service. Now, pick a way for how you want to calculate the charge amount- flat rate, by hour, or by item. If required, you can enter a quantity and rate. In case you want to customize the information or design of your invoices, tap on the Manage option. Follow the steps to change the look and the information of your form: Either you can create a new invoice, sales form, or estimate, or you can open an existing one. Click on the Edit company option in the form to update your company information. Alter the form as you want and tap on the Save button to save these changes. In case you want to edit your logo, tap on the logo. Pick an image from your computer and click Open to update the logo. Click Manage in order to add or remove fields, change the color scheme, or turn on payments. Select the Customization option to modify the fields displayed. You can turn on or off the field you want to include. Now, tap Design to change the appearance of your form. Choose a template to use. Pick the font and color if you use a modernized template. To preview your form to know how it looks, choose Print or Download. Hover over the side panel and choose options. Whenever you apply anything to your invoices, QB remembers them for the future and applies them. Click Save and close. To send it, tap Send and save, and follow the instructions below. Wrap It Up We hope that after reading this blog, you can easily create an invoice in QuickBooks. This precisely explains each step, and if you still have issues, don’t hesitate to consult a professional. Dial +1-855-888-3080 to speak to an expert.