For instance, it doesn’t automatically calculate the appropriate sales tax rate to apply to an invoice based on your customer’s location. However, the platform’s invoicing features are not as extensive as those in QuickBooks Online. You can choose from different templates, change the invoice colors, edit the invoice fields, and upload your company logo to make your invoice more professional. Square Invoices excels in invoice customization, as it offers multiple ways to tailor your invoices to your unique needs. If you don’t yet have the solution, our review of QuickBooks Payments can help you decide if you should get it. Payment links only work once and will automatically expire after your customer pays their invoice. It then tracks your sales tax collected by jurisdiction and helps you file required returns.įinally, if you have QuickBooks Payments, you can set up and send a payment link where your customers can instantly pay you. Additionally, unlike any other bookkeeping software we’ve reviewed, it’ll calculate the sales tax rate automatically to apply to your invoice based on the customer’s address. You can even set up automatic reminders to alert customers of overdue invoices. If you have multiple customers who purchase the same product or service from you, Advanced’s batch invoicing feature lets you send similar invoices to all of them in one go.Īfter sending an invoice, you can track the status in real-time, helping you ensure that the invoice gets paid on time. For instance, you can set up recurring invoices, which is useful for collecting regular payments, like equipment rentals and subscription-based services.įreelancers and service-based businesses can convert their hourly rates into invoices for work done. In addition to its customizable invoices, QuickBooks Online offers plenty of valuable features to streamline your billing process. You have to submit a ticket first-which isn’t ideal if you’re dealing with urgent issues that require immediate assistance. Unlike other invoicing providers like FreshBooks and Invoicera, you can’t directly contact QuickBooks Online’s support team by phone. However, QuickBooks Online isn’t the best in terms of customer support. For instance, law firms can set up additional fields for case numbers and retainer amounts, whereas construction companies managing long-term projects can set up progress invoicing when they have the Plus or Advanced plan. You can also customize them based on your niche. Its invoices are extremely customizable-you can upload your logo, change the layout, add custom fields, and more. In our rubric-guided analysis, QuickBooks Online demonstrated outstanding results in nearly all areas of invoicing, including customization, general invoicing features, and ease of use. QuickBooks Online stands out with its exceptional invoicing features-one reason why it’s our best small business accounting software.
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