QBO: How to send new invoices within Routable

To send an invoice from Routable, click the New > Request button at the top of the left side navigation in your Routable dashboard. This brings up the receivable creation page.

In the Invoice to field, start typing the name of the customer you want to send the invoice to. 

Routable will populate a list of existing companies that match that name, if they have been created in Routable or in your ledger and matched correctly. 

If you want to send an invoice to a new customer that you haven't done business with before, no problem. Type in their customer name, and enter in the required contact email and the primary contact's first and last name.

After selecting or creating a customer, click Create new invoice to add a new invoice to Routable. Follow the prompts to input your invoice information.

Can I add a discount or a message along with this invoice?

You have the option to add a discount or message if you like using the "Add discount" or "Add message" buttons.