Create an Invoice

Go to the Plus Sign menu. Under “Customers,” choose Invoice.

Enter the name of the customer that you are invoicing.

If this is a new customer, click Save. Note: only the customer’s name gets saved. You can go to the Customers page later to enter additional information.

Type in the products or services you provided for this customer.

If this is a new product or service, click Add, and enter information for this product or service.

In the Product or Service Information window, choose the Income Account. This is not a bank account; it is a bookkeeping account.

Enter the Price or Charge, and Save it.

Enter the Terms of this invoice. This is how long you give your customer to pay.

If you plan to email this invoice to your customer, remember to enter their email address here.

If you want to see this invoice the way your customer will see it, click Print or Preview.

If you are ready to print it, click Print.

If you’re planning on printing your invoices later, click Print Later in the Print or Preview menu.

You can Save and Send this invoice as soon as you finish it.

If you have invoices you saved to Send Later, you can find them by going to the Navigation Bar on the Homepage. Under Transactions, choose Sales.

Filter them so that you only see the invoices you marked to send later.

Go to Batch Actions and choose Print Transactions. To email them, choose Send Transactions.