How to create a draft invoice for approval?


I can guide you create a draft invoice for approval, Nicole.Lim.

You can create an estimate for this one. Here's how:

  1. Click Plus icon (+) at the top.
  2. Under Customers, select Estimate.
  3. Add the Customer's name
  4. Verify the Estimate Date, then enter the Expiration Date (optional).
  5. Enter the Service Date, Product/Service, Description, Qty, Rate, Amount & Customer message.
  6. Once done, click Save.

For more details about estimates, you can check out this article:

Once the estimate will be approved, you can convert it into an invoice. You can follow the detailed steps in this article: Convert an estimate into an invoice in QuickBooks Online.

Feel free to leave a comment below if you have more questions. I'd be glad to answer them. Thanks!

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