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Create and send multiple invoices in QuickBooks Online Advanced

by Intuit• Updated 2 days ago

Learn how to create and send multiple invoices.

QuickBooks Online Advanced lets you create and send multiple invoices at the same time. Send the same invoice to multiple customers, or fill out multiple invoices and send them all at once.

Create multiple invoices at once

  1. Select + New or + Create.
  2. Select Batch transactions.
  3. From the Select entity type â–Ľ dropdown, select Invoices.
    Note: If you're on the old layout, you'll see Select transaction type.
  4. From the Action â–Ľ dropdown, select Create.
  5. Select any of the fields on line 1 to start. This is your first invoice.
  6. Enter the invoice info in the fields.
    Note: While this is laid out as a spreadsheet, the fields are the same ones as listed on a single invoice form.
  7. To send the same invoice to multiple customers:
    • In case of new layout:
      1. Right-click the row for the invoice you want to duplicate and select Duplicate row for multiple customer.
      2. Select each customer you want to send it to, then select Next.
    • In case of old layout:
      1. Select the first column for the invoice you want to duplicate, then select Duplicate invoice for multiple customers from Vertical ellipses icon..
      2. Select each customer you want to send it to, then select Next.
  8. To record more than one product or service per invoice, from Product/Service, select Image Alt Text, then add the product or service.
  9. Complete a row for each additional invoice you need.
  10. Select Save or Save and send to send to your customers.

Note: Duplicating an invoice copies everything, including line items. However, if you’ve already set up any customer-specific terms or GST preferences, QuickBooks applies them to the invoice for that customer.

  1. To add or remove data fields or columns, do the following:
    • In case of layout, select Customise icon. Customise columns.
    • In case of layout, select Settings gear icon. Options.
  2. Tick or untick the boxes for what you want to add or remove.
  3. Select Apply.

Some fields like deposits or multi-currency aren't available yet.

To modify multiple invoices at once:

  1. Select Modify from the Action â–Ľ dropdown.
  2. Tick the boxes for the invoices you want to change, then select Edit.
  3. Update the information as needed.
  4. Select Save or Save and send, then select OK.

To delete multiple invoices at once:

  1. Select Delete from the Action â–Ľ dropdown.
  2. Tick the boxes for the invoices you want to delete, then select Delete.
  3. Select Yes to confirm, then select OK.

Add payment options to invoices

After you connect to PayPal, QuickBooks adds payment options to invoices.

Each time you create a new invoice, go to the Payment Options section. Once you've connected to PayPal, you can tick the Accept card payments with PayPal box for online payments from your customers.