How to Create and Customize an Invoice in QuickBooks Online (For Beginners)

About this video

David walks through creating and customizing invoices in QuickBooks Online, sponsored by Intuit. Starting via New > Invoice, he adds a customer (only display name is required, email also filled in), sets terms — explaining net 30 means due 30 days after issue — and adds products/services, noting existing products auto-fill description, quantity, and rate. When adding a new item, he stresses item type: service if no physical goods, inventory item if tracking inventory, otherwise non-inventory item, and choosing the correct income account so service and product revenue are not mixed; product images can be added but will not show on the invoice. In the footer he covers activating digital payments (verify the business, then choose accepted methods via Manage), custom payment options, thank-you/memo notes, attachments, and sales tax by line item. For customization, the Manage > Customization card shows/hides header fields and line-item columns, but those options apply only to the modern template; deeper customization is via Add/Edit other templates > New Style > Invoice, where design (template, logo placement/size, color, font, margins), content (hiding company info/address, renaming the form — he jokingly renames it ‘velociraptor’, custom transaction numbers, combining/reordering/renaming columns, collapse activity, progress invoicing, markup on billable expenses), footer (discounts, deposits, estimate summaries, payment instructions), and email design (summarize details, attach PDF, subject/message, reminder email) can be set. He previews via Print/Download, notes ‘send later’ only applies a searchable tag and does not actually schedule sending, then sends via Review and Send. Three faster-payment features close the video: Intuit Assist autofilling an invoice from a PDF, image, or text notes in about 15 seconds; up to three automated reminders configured in Settings > Account and Settings > Sales > Reminders; and AI-assisted reminders on the business feed with tones from friendly/humorous to stern.

Key takeaways

• Create an invoice via New > Invoice, add the customer and line items, and set terms — net 30 means payment is due 30 days after issue
• Choose the right item type (service, inventory, or non-inventory) and income account for new products; added product images do not appear on invoices
• Manage-panel customizations apply only to the modern template; full design, content, and email customization requires creating a new template style
• ‘Send later’ does not schedule delivery — it only applies a searchable tag to the invoice
• Get paid faster with Intuit Assist autofill from notes/PDF/images in about 15 seconds, up to three automated reminders, and AI-assisted reminders with adjustable tone

Episode details: published May 1, 2025 · 10:23 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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