QuickBooks Invoicing 101: How to Send Invoices, Track Payments, and Get Paid Faster
Because nothing says “running a real business” like getting paid on time—with zero guesswork.
If you’ve been searching “How do I create and send invoices in QuickBooks Online?” or “How do I know who’s paid me in QBO?”—you’re asking the right questions. QuickBooks Online (QBO) doesn’t just help you send invoices—it helps you track payments, send reminders, and take control of your cash flow like a pro.
At DBR Bookkeeping, we help service-based entrepreneurs—coaches, consultants, contractors, and creatives—ditch the invoice spreadsheets and awkward follow-up emails by using QuickBooks’ built-in tools to get paid faster and stress less.
How to Create and Send Invoices in QuickBooks Online (and Actually Get Paid)
⚠️ QuickBooks updates its look from time to time. Don’t worry if buttons move—the process stays the same.
Step 1: Click “+ New” → Select “Invoice”
This is your starting point to create a clean, professional invoice.
Step 2: Add Customer Info
Choose an existing client or add a new one—make sure their email is accurate so the invoice gets delivered!
Step 3: Fill in the Details
Select your Product/Service
Add rate, quantity, and a description
Set your invoice date and due date
Step 4: Enable Online Payments
Let clients pay by credit card or ACH bank transfer directly through the invoice email. Fast and easy.
Step 5: Click “Save and Send”
The invoice is emailed with a payment link—and you’re done!
Bonus: Stay on Top of Payments with QBO’s Built-In Tools
✅ Track who’s paid (and who hasn’t)
See open, overdue, and paid invoices at a glance. No more guesswork.
✅ Send payment reminders automatically
Set reminders for overdue invoices—QBO does the follow-up so you don’t have to.
✅ View customer payment history
Know who’s reliable and who might need a payment plan… or a nudge.
FAQ: Invoicing & Payment Tracking in QBO
Q: Can I see which invoices are still unpaid?
Yes! Use the Invoices tab or the Accounts Receivable Aging Report to view outstanding balances instantly.
Q: Can I customize reminder messages?
Absolutely. You can write friendly reminders or firm follow-ups—it’s your call.
Q: Can I stop sending reminders manually?
Yes—set them once and QBO follows up for you. No awkward emails necessary.
Want to Get Paid Faster—Without Chasing Clients?
📞 Book a Call with Dr. Bryan Raya, QuickBooks ProAdvisor and small business expert.
🌐 Join the DBR Bookkeeping Online Community — FREE 7-day trial with live demos, tutorials, and real support for getting your invoicing system dialed in.
Send invoices. Track payments. Get paid like a pro.
Let’s start Doing Business Right!
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