Create an invoice for a new customer with Microsoft Invoicing

You create an invoice to record your agreement with a customer to sell certain products on certain delivery and payment terms. You can easily create a new invoice for a customer that you haven’t registered yet by tapping New Invoice from the Invoicing tab.

Create an invoice for a new customer

  1. Go to Invoicing and tap New Invoice.

    Invoicing instructions
  2. Enter the customer’s name, email address and invoice details.

    Invoicing instructions
  3. Under Line Items choose the quantity, enter the unit price and add sales tax if its applicable in your region. The invoice will update with the total cost.

    Note: You'll add a few details the first time that you won't have to after this customer is registered in the business apps.

  4. When you're ready to send the invoice, click Send, and your invoice is finalized and sent. The invoice is attached to the email that gets sent. You can also save the PDF file to your computer, print it, and email it to your customer. You can also add up to 5 other files to the email that gets sent, such as pictures or related documents.

Top questions, answered by our team

How can I mark an invoice as paid?

Do the following:

  1. Go to the Invoices list.

  2. Open the invoice you want to mark paid.

  3. Choose Mark as Paid.

  4. Enter the amount you've received.

  5. Close the invoice.

How can I delete an invoice?

If you've sent an invoice to a customer, you can cancel the invoice, but you can't delete it. When you delete an invoice, you customer gets a cancellation email and your accountant will be able to see that the invoice was cancelled. To cancel an invoice, follow these steps:

  1. From the Invoices list, open the invoice you want to cancel.

  2. Choose Cancel.

  3. Choose whether to send a cancelation email and then close the invoice.

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