How to Create and Send Invoices in QuickBooks Online (Contractor Edition)

Why Invoicing Matters More Than You Think

Late invoices lead to late payments.
Confusing invoices lead to disputes.

Clear invoices protect your time and cash flow.

Step 1: Set Up Your Invoice Template

Customize your invoice with:

  • Your logo

  • Clear service descriptions

  • Payment terms

Professional invoices build trust.

Step 2: Include Job Details

Always include:

  • Job name or location

  • Dates of service

  • Clear line items

This reduces payment delays and questions.

Step 3: Send Invoices Immediately

The sooner you invoice, the sooner you get paid.

QBO allows:

  • Email delivery

  • Online payments

  • Automatic reminders

Step 4: Track What’s Paid and What’s Not

Stop guessing who owes you money.

QBO shows:

  • Open invoices

  • Overdue balances

  • Payment history

Final Thought

Your invoice is a reflection of your business.

👉 If invoicing feels messy or inconsistent. Click for a free consultation with Your Bookkeeper. No sales pitch, just help!

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How to Track Receipts in QuickBooks Online (Without the Headache)

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How QuickBooks Online Helps Contractors Run a Better Business