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SandraEdith
Level 1
posted
‎May 10, 2019 09:25 AM
last updated ‎May 09, 2019 4:25 PM

Can an invoice autofill when I choose a customer. I need to create multiple invoices with same info but change dates and amounts?

 
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Best answer May 10, 2019
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James_MasterofBooksthatareQuick
QuickBooks Team
QuickBooks Team
‎May 10, 2019 10:19 AM

Can an invoice autofill when I choose a customer. I need to create multiple invoices with same info but change dates and amounts?

Hi SandraEdith, There isn't a way to AutoFill an invoice, per say. The best alternative would be to create 1 invoice, and then copy - then all you have to do is change the info and amounts, and press save. Is that helpful?

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3 Comments 3
James_MasterofBooksthatareQuick
QuickBooks Team
QuickBooks Team
‎May 10, 2019 10:19 AM

Can an invoice autofill when I choose a customer. I need to create multiple invoices with same info but change dates and amounts?

Hi SandraEdith, There isn't a way to AutoFill an invoice, per say. The best alternative would be to create 1 invoice, and then copy - then all you have to do is change the info and amounts, and press save. Is that helpful?

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SandraEdith
Level 1
‎May 10, 2019 11:19 AM

Can an invoice autofill when I choose a customer. I need to create multiple invoices with same info but change dates and amounts?

Hello James

Thanks for the solution it was very helpful! I spent ages trying to figure this out. In the meantime while waiting for an answer I did create a recurring unscheduled invoice that I clicked 'use' for each time after I saved an invoice - the invoice window would close with the recurring one under it. Apples for apples probably?  \0/

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James_MasterofBooksthatareQuick
QuickBooks Team
QuickBooks Team
‎May 10, 2019 01:42 PM

Can an invoice autofill when I choose a customer. I need to create multiple invoices with same info but change dates and amounts?

Creative! Many ways to skin a cat! Thanks Sandra :)

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