Quickbooks Invoice Without Email

quickbooks-invoice-without-email
  • QuickBooks Online is an accounting software that helps to create and send invoices.
  • Invoices contain products or services information and are useful in managing the accounts receivable.
  • The benefit of creating an invoice is that you can update the details of the accounts receivable and bank account balances. To send the invoices, you have to email it.
  • The compatible Operating Systems for installing the QuickBooks Online software are Windows and Mac. The Linux Operating System is not supported to download and install the QuickBooks Online software.

The steps are given below to know how to create an invoice in the QuickBooks Online software without sending an email to the customer.

  • Step 1: Download the 30-day trial version of the QuickBooks Online software from its official website.
  • Step 2: Install the QuickBooks Online software by following the on-screen steps.
  • Step 3: Once done with downloading and installing the software on your computer, open its main interface by double-clicking the QuickBooks icon.
  • Step 4: Locate the plus icon at the top of the screen and click it.
  • Step 5: When you see the pop-up dialog box on the screen, select the Invoice option.
  • Step 6: This will launch the Invoice window on the screen.
  • Step 7: Select the name of the customer for whom you need an invoice from the Choose a Customer drop-down menu. If you do not see the customer name in the displayed list, click the Add New button and type it manually.
  • Step 8: Provide the correct information in the Billing Address, Terms, Invoice Date field.
  • Step 9: Once you fill these details, the Due Date field will be set automatically. Provide the product/service name along with its description.
  • Step 10: Click the Print or Preview button at the lower end and then select the Print or Preview option.
  • Step 11: This will display a preview of the invoice in the Print Preview window.
  • Step 12: If needed, click the Print button to print the invoice created using the QuickBooks Online software.