QuickBooks Online Invoice Creation and Customization

Presenter Introduction

• Hosted by David, not an AI
• Sponsored by Intuit

Steps to Create a QuickBooks Online Invoice

1. Start Invoice Creation

   • Click the "New" button
   • Select "Invoice"

2. Fill Out Company Information

   • Ensure company information is up-to-date
   • Option to hide address, contact info, logo

3. Add a Customer

   • Click "Add New"
   • Fill in required customer display name and optional email

4. Set Invoice Terms

   • Example: Net 30 means due 30 days post issuance

Adding Products and Services

• Click under "Product Service" to add line items
• Use existing products for automatic fill or create new ones
• Fill details like name, type (service vs inventory), price, and income account

Invoice Customization Options

1. Footer Options

   • Enable digital payments
   • Customize payment methods and notes

2. Sales Tax

   • Charge sales tax by line item

3. Customer View of Invoice

   • Includes payment page, view invoice, PDF option

Managing and Customizing Invoices

• Customization Options

  • Enable/disable features like address, invoice number, etc.
  • Choose a template design

• Creating a New Template

  • Name template
  • Design, invoice content, and email design customization

Advanced Features

• Automated Reminders

  • Up to three automatic reminders with custom timing and messages

• AI-Assisted Invoice Reminder

  • AI creates a message to nudge payment, with tone selection options

Conclusion

• Provided detailed guides on invoice creation
• Mentioned upcoming tutorial content invitations