Note that you must first have online payments enabled through QuickBooks Online before you can use these. If you already enabled online payments for invoice in QuickBooks Online, check the “Cards” and/or “Bank transfer” checkboxes under the “Online payment” label to the right, as needed, to enable the respective online payment method. To mark this invoice as an invoice to save but email later, check the “Send later” checkbox below the “Email” field. Then enter the email addresses into these fields, as needed, and click the “Done” button. You can enter an email here if you didn’t enter it when you created the customer or if adding a customer “on the fly.” If needed, to send copies of this invoice to others, click the “Cc/Bcc” link by this field to show additional “Cc” and “Bcc” fields in a drop-down menu. This field is populated with the customer’s email address, if you entered it when creating the customer’s record.
To the right of the “Customer” drop-down is an “Email” field.
Alternatively, you can type a customer’s name or select the “Add new” choice from this drop-down to quickly add a new customer. If selecting an existing customer’s record, their information then populates the other fields within this form, based on what you entered when you created the customer’s record. To choose a customer, select one from the “Customer” drop-down in the upper-left corner of the window. In the “Invoice” window that then opens, enter the information needed to invoice the customer. Alternatively, click the “+ New” button in the Navigation Bar and then click the “Invoice” link under the “Customers” heading in the drop-down menu that appears. To create an invoice in QuickBooks Online, click the “Create Invoice” link under the “Action” column for the customer’s row in the “Customers” page. Create an Invoice in QuickBooks Online: Overview
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