Sending Invoices To Customers Using The QuickBooks Online Mobile App

Start a new invoice.

From the Company Activity screen, tap Menu. Then tap Invoices (+) > New Invoice.

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Select the customer from your customer list.

Tap Select a Customer. If this is a new customer, tap the plus at the bottom of the screen.

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Enter what you sold to them, and save the invoice.

Tap Add Item, and select an item from the list. Then tap Save.

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You can create a note or attach an existing one.

Tap Note, then Create Note or Attach Existing Note

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You can also add a photo to your note.

Tap Photo and either select an existing photo or take a new one.

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Save your changes.

Tap Save.

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Email the invoice to your customer.

Tap Action, then Email from the menu.

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Tap the circle to include the photo in the email.

On the Include in Email screen, tap the radio button so the checkmark displays to the left of the photo.

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Send the invoice to your customer.

If you need to, add your customer’s email and then tap Send.

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