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Send smarter invoices. Get paid faster. Simplify your cash flow.
The Invoicing & Getting Paid Checklist by QSideKick is your step-by-step guide to managing customer billing and payment workflows in QuickBooks Online. Designed for small business owners, bookkeepers, and virtual assistants, this downloadable PDF takes the guesswork out of invoicing and ensures you never miss a step in the money-in process.
From creating polished invoices to tracking payments and sending follow-ups, this checklist helps you set up an efficient, repeatable invoicing system that supports steady cash flow and strong customer relationships.
• How to create and customize invoices in QBO
• Step-by-step invoicing workflow from draft to paid
• Best practices for setting due dates and terms
• How to schedule invoice reminders and automatic follow-ups
• Tips for accepting online payments and reducing late payers
• Tracking overdue balances and reconciling deposits
• Service-based business owners
• Freelancers, consultants & creatives
• Virtual bookkeepers & accounting teams
• Anyone who wants to get paid faster and with less follow-up
📥 Instant PDF Download – Use it digitally or print for your billing binder.
✨ Get paid faster, waste less time chasing invoices, and build a better billing process with QSideKick.
Send smarter invoices. Get paid faster. Simplify your cash flow.
The Invoicing & Getting Paid Checklist by QSideKick is your step-by-step guide to managing customer billing and payment workflows in QuickBooks Online. Designed for small business owners, bookkeepers, and virtual assistants, this downloadable PDF takes the guesswork out of invoicing and ensures you never miss a step in the money-in process.
From creating polished invoices to tracking payments and sending follow-ups, this checklist helps you set up an efficient, repeatable invoicing system that supports steady cash flow and strong customer relationships.
• How to create and customize invoices in QBO
• Step-by-step invoicing workflow from draft to paid
• Best practices for setting due dates and terms
• How to schedule invoice reminders and automatic follow-ups
• Tips for accepting online payments and reducing late payers
• Tracking overdue balances and reconciling deposits
• Service-based business owners
• Freelancers, consultants & creatives
• Virtual bookkeepers & accounting teams
• Anyone who wants to get paid faster and with less follow-up
📥 Instant PDF Download – Use it digitally or print for your billing binder.
✨ Get paid faster, waste less time chasing invoices, and build a better billing process with QSideKick.