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Create the same invoice for multiple customers

SOLVEDby QuickBooksQuickBooks Online - International9Updated August 25, 2022

Find out how to create and send the same invoice to multiple customers in QuickBooks Online Essentials and Plus.

 You don’t need to create the same invoice every time. You can set up an unscheduled recurring invoice so you can edit the template and send it to different customers when you need to. We’ll show you how.

Do you have customers you invoice regularly? Find out how to create a scheduled recurring invoice.

 Note: If you use QuickBooks Online Simple Start, you can upgrade your plan if you're ready to set up recurring invoices.

Create an invoice template

Use an unscheduled recurring invoice when you charge different customers the same items or services on different dates. Here’s how to create one:

  1. Go to Settings ⚙️, then select Recurring Transactions.
  2. Select New.
  3. From the Transaction Type ▼ dropdown, select Invoice. Then, select OK.
  4. Enter a template name.
  5. From the Type ▼ dropdown, select Unscheduled.
  6. From the Customer ▼ dropdown, select +Add new.
  7. Enter "Sample customer," then select Save.
  8. Enter all the invoice info necessary, then select Save template.

Edit the invoice template

When it’s time to bill your customers, change the customer info in the template and you’re good to go.

  1. Go to Settings ⚙️, then select Recurring Transactions.
  2. Find the invoice template.
  3. In the Action column, select the small arrow ▼ icon and select Use.
  4. From the Customer ▼ dropdown, select your customer.
  5. Select Save. If you want to email the invoice, select Save and send.

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