Create and send multiple invoices in QuickBooks Online Advanced
by Intuit•1• Updated 2 weeks ago
Want to get started right away? Click here to create a new invoice now.
QuickBooks Online Advanced lets you create and send multiple invoices at the same time. Save time by sending the same invoice to multiple customers. You can also work on multiple invoices at once in a single window. Then, send all your invoices with just one click.
In this article, you'll learn how to:
- Create multiple invoices at once
- Add additional lines or fields
- Add or remove columns
- Add payment options
- Send the same invoice to multiple customers
Create multiple invoices at once
Follow these steps to create and work on multiple invoices at once:
- Select + New.
- Select Batch transactions.
- In the Select entity type ▼ dropdown, select Invoices. In the old layout select Create from the Action ▼ dropdown to create a new blank invoice. Each invoice you add gets its own numbered row.
- Select any of the fields on line 1 to start and enter info into the fields. This is your first invoice.
Tip: In the Product/Service field, use Shift + Enter to add multiple products and services to that invoice. In the old layout, select + to add multiple products and services to that invoice. - Select the next line to add a new invoice.
- Fill out the fields and enter as many invoices as you need on separate lines.
- When you're done, select Save.
To add or remove data fields or columns, select Customize columns (Options ⚙ in the old layout), then select the checkboxes for what you want to add. Some fields are not yet available to add, like deposits or multi-currency.
To rearrange the columns, simply drag and drop the column name.
Tip: Need to delete an invoice from your batch? Select any field on an invoice line, then right-click and select Delete row.
In the old layout select the Menu button (three vertical dots) and then select Delete invoice.
Add additional lines or fields
In the Product/Service field, use Shift + Enter to add multiple product and services to that invoice. Or, right-click and select Insert line item below to add multiple products or select Insert row below to add a new invoice.
In the old layout, place the cursor on the Product/Service field, then select the (+) icon. Or you can also select the Menu button (three vertical dots) and then select New line item.
Add or remove columns
To add or remove data fields or columns, select Customize columns (Options ⚙ in the old layout). Then select or clear the checkboxes for what you want to add or remove.
Sales tax (Old layout)
When entering sales tax details, the Inclusive/Exclusive option must be selected at the transaction level before selecting the tax rate to use at the line-item level. Once the tax rate is selected, you will not be able to change the Inclusive/Exclusive setting for that transaction.
If sales tax columns are not visible on the Batch Transactions page, check that they are selected to be viewed in the gear icon as noted above, and ensure that sales tax has been activated in your company.
Need more data fields?
With the multiple invoices feature, you can add all kinds of fields. However, multicurrency, price-rules and tags are not available yet.
Add payment options to invoices
After you sign up for QuickBooks Payments, QuickBooks adds payment options to invoices.
After you apply for QuickBooks Payments, QuickBooks adds payment options to invoices.
Each time you create a new invoice, go to the Online payments section at the top and select the checkbox for the payment options you want to make available to your customers.
Note: In case the payment setup is not completed, set up your payments profile so you can get paid online.
Send the same invoice to multiple customers
Want to send the same invoice to multiple customers?
- Select + New.
- Select Batch transactions.
- Create the invoice you want to duplicate.
- Select any field on an invoice line, then right-click and select Duplicate row for multiple customer.
- In the window, select the customers you want to send the invoice to. Edit them individually if required.
- When you’re finished, select Save or Save and send.
Note: Duplicating an invoice copies everything, including line items. However, if you’ve already set up any customer-specific terms or tax preferences, QuickBooks applies them to the invoice for that customer.
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