You can easily create professional-style invoices to charge your clients for goods and services once your work is done.
You can also apply to enable online payments to your invoices. When you give your customers the option to pay online, you're able to get paid faster.
To improve load times on the invoicing page, we've changed to default date range to the last 12 months. To see every invoice created (whether drafts, sent or paid), change the date range to All.
Get started with invoices
- Open QuickBooks Self-Employed in a web browser
- Select Invoices from the left menu
- Select Create invoice
- Enter the recipient's name and email address
- (Optional) Enter additional contact information for the recipient
- Choose a custom invoice number, otherwise we'll create one for you
- (Optional) Enter a due date.
- Enter a description of the service by clicking Add work. You can break your work down by flat rate, hour, or item.
- (Optional) Select Add line to add as many items as needed.
- (Optional) Add a message
- Select Preview to double-check the invoice before you send it. You may also save it as a draft.
- From the preview screen, select Back to edit to make changes, or select Send if you're good to go
The invoice page will continue to reflect sent invoices in a table summary. From there, you can:
- Mark an invoice as paid
- View it (like a preview)
- Duplicate it (i.e. if you bill the same client or the same services frequently)
- Export it as PDF
- Print it
- Resend it
- Delete it
You'll have full visibility into how long ago an invoice was sent, how far overdue the invoice is, and when a customer views the invoice. If Payments is enabled on your account, you'll also get notified when an invoice is paid.
When you receive your payment, select Mark as paid in the Action column on the right. If you have Payments set up, this change will reflect automatically once the payment is received.