Portia Needs To Create an Invoice in QuickBooks

Portia, like many small business owners, needs to send professional invoices to her clients—and QuickBooks makes this easy and efficient. Whether she’s billing for services, products, or a project, QuickBooks helps her create and send invoices in just a few clicks. To get started, Portia logs into her QuickBooks Online account and navigates to the "New" button. From there, she selects "Invoice," chooses the customer, and enters the relevant details, such as the invoice date, due date, payment terms, and the item or service provided. She can also include descriptions, quantities, rates, taxes, and discounts. QuickBooks allows Portia to customize the invoice layout, add her company logo, and even set up recurring invoices for regular clients. Once done, she can preview the invoice, send it via email, or download it as a PDF. Portia can also track when a client views the invoice and receive online payments directly through QuickBooks, speeding up the payment process. Plus, the system automatically records the transaction in her books for easier bookkeeping. Creating invoices in QuickBooks not only saves Portia time but also keeps her billing organized and professional. It’s the smart way to manage her business income with confidence.