Click the question mark next to each to learn more about the field. Set invoice fields by going to the Gear> Account and Settings> Sales and expanding the Sales form content section.įrom here, users can choose invoice terms, preferred delivery method (print or email), and turn on/off fields such as shipping, service date, discount and deposit. Some features require QBO Essentials* or Plus**, as indicated.īusinesses need to capture a lot or a little information on an invoice, depending on their needs. Here are a few functions you may not know are available to get the most out of invoicing in QuickBooks Online. Knowing the options in QBO, however, can turn you into your client’s hero, as you help them capture the right information, streamline workflow, save time and get paid faster. After all, your clients are likely entering the invoices and you are verifying everything that happens after.
Invoicing is an area of QuickBooks® Online (QBO) that doesn’t always get direct attention from accountant users.
