Issue batch invoices

Hello there, PCFC.

Let's make sure that the automatic invoice reminder was turned on. Let me guide you how:

1. From the Gear icon, select Account and settings.
2. Go to the Sales tab.
3. In the Reminders section, click the edit icon.
4. Toggle the Automatic invoice reminders button.
5. From the dropdown fields, select days, and before or after to tell QuickBooks when to send the reminder.
6. Click Save and then Done.

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.

Ricky

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.

Here's how:

1. Click + New then choose Invoice.
2. Fill out all the information of the invoice.
3. Under Payment Options, choose the types of payments that you accept.
4. At the bottom, click on make Make recurring.
5. Customise the Recurring Invoice by adding the Type as Scheduled.
6. On the Options section, mark Automatically send emails.
7. Set the intervals including the Start and End dates.
8. Once done, press Save template.
   

I'll be adding some links about recurring templates below for your reference:

• Create the same invoice for multiple customers
• How to create a recurring invoice and manage recurring transactions

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!

Thanks for your reply.  

It seems what I am trying to do isn't possible, but used to be.

Do you know why it was withdrawn?

Thanks.

Ricky

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. 

Ricky, Just wondering if you managed to find a way to batch invoice in quickbooks AU?  As a gymnastics club we have the same issue.  Thanks Helen

Hi Helen57, 

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. 

Here's how: 

1. Go to Bookkeeping, select Transactions, then select All Sales.
2. Tick invoices to sent. 
3. On Batch actions dropdown, select Send transactions. 

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.