QuickBooks Online Invoicing Made Super Simple (New Interface Walkthrough)

For a free 30 day trial and 30% off for 12-months, go to https://www.financialtechlab.com/QBO Invoicing is one of the fastest ways to improve cash flow, and QuickBooks Online makes it easier than most people realize. This walkthrough shows exactly how to create, customize, send, and manage invoices using the new QuickBooks Online interface released in 2025. From setting payment terms and deposits to enabling reminders, late fees, and recurring payments, everything is broken down step by step so nothing gets missed. Jump to: 0:00 Intro 1:23 Where to find invoices in QuickBooks Online 2:11 Creating a new invoice from scratch 2:29 Adding customers and email settings 3:30 Invoice numbers, payment terms, and due dates 4:07 Creating custom payment terms 5:10 Adding products, services, and line items 6:03 Payment methods, deposits, discounts, and late fees 7:45 Recurring invoices and recurring payments 8:53 Invoice reminders and automation options 9:08 Customizing invoice columns and fields 10:22 Payer view and what customers see 11:25 Email preview, notes, and attachments 12:38 Sending invoices by email or text 13:59 Overview & Tracking invoice views, payments, and notifications 14:34 QuickBooks payment processing and better rates 15:16 QuickBooks discount and final notes Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.