Hi - we are a club and want to issue an invoice for membership fees to each of our members.
Previously, I was able to do a bulk/batch invoice and send this automatically, but I don't seem to be able to do so now (I'm not sure why, as that was a very useful feature)?
Is there any way around having to raise 100 different invoices? I am concerned I might inadvertently miss someone.
Hello there, PCFC.
Let's make sure that the automatic invoice reminder was turned on. Let me guide you how:
I've added this article for more information: Create the same invoice for multiple customers.
I'll be around if there's anything that I can help. Keep safe!
Hi - I don't think this answers my question.
I believe the explanation you provided is around invoice reminders, and the linked explanation is how to set up an invoice template.
But what I am trying to do is issue a similar invoice to 100 customers in bulk.
The last time we did this was around November 2019, and it worked no problem - I don't seem to have that option any more.
Thanks for posting here again, @PCFC,
Creating batch invoices is only available for US versions of QuickBooks, specifically QBO Advanced.
If you send customer invoices regularly in your QBO Australia account, you can use the recurring templates. These templates saves you time generating the same invoice every time. For this, you will need to create a template for each customer and the system will automatically send them for you.
I'll be adding some links about recurring templates below for your reference:
Let me know if you have any other questions or concerns. I'll be right here if you need anything else. Just mention me anytime. Have a good day!
Good to see you here again, @PCFC.
The batch invoice feature as mentioned by my colleague is only available in QuickBooks Online Advanced. This feature was not withdrawn but was added to the software. This is to allow users to create identical invoices for multiple customers.
As a suggestion, you can use the recurring transaction feature. You can set them to automatic or any specific frequency. You can check the steps given above as your reference.
I also encourage you to check our QuickBooks blog. This has the new release features and development of the software.
You'll want to personalize sales forms in QuickBooks. Please at ease to open this resource to serve as your reference: Add, customise, or remove logos on sales forms.
Please let me know if you have any confusion. I'd be glad to help you right away. Always keep yourself healthy.
Thanks for joining the thread. At the moment, creating and sending the same invoice to multiple customers is not available yet in QuickBooks Online Australia. You may need to create an invoice for each customer then send it by batch.
Furthermore, you can use the recurring transaction feature in QuickBooks Online to automatically send an invoice to your customer.
For your reference, you can also check this article: Email or print multiple sales forms in QuickBooks Online.
Let me know if you have any other questions. I'll be around to help.