Mastering Invoicing & Payments in QuickBooks Online
A focused course on how to create professional invoices, automate reminders, and manage customer payments.
Duration: 1 Day
Hours: 1 Hour
Training Level: All Levels
Batch Two
Wednesday, February 11, 2026
12:00 PM - 01:00 PM (Eastern Time)
Batch Three
Wednesday, March 11, 2026
12:00 PM - 01:00 PM (Eastern Time)
About the Course:
Mastering Invoicing & Payments in QuickBooks Online is a practical, 60-minute training designed to help freelancers, service providers, bookkeepers, and anyone handling client billing streamline their invoicing workflow. Participants will learn how to set up and customize professional invoices, enable online payments, automate reminders, and efficiently track outstanding balances.
The session also covers managing customer transactions, recording and reconciling payments, and using key reports to monitor sales and collections. By the end of the course, students will understand every step of the invoicing process, from configuration to automation, so they can get paid faster and reduce administrative workload.
Course Objectives:
- Create and customize invoices.
- Automate payment reminders.
- Track invoice status and handle late payments.
- Manage customer transactions.
- Record and reconcile payments.
Who is the Target Audience?
- Freelancers, service providers, bookkeepers, and anyone handling client billing.
Basic Knowledge:
- Basic business documentation skills.
Curriculum
Total Duration: 1 Hour