Create and send multiple invoices in QuickBooks Online Advanced

Learn how to create and send multiple invoices.

QuickBooks Online Advanced lets you create and send multiple invoices at the same time. Send the same invoice to multiple customers, or fill out multiple invoices and send them all at once.

Create multiple invoices at once

1. Select + New.
2. Select Batch transactions.
3. If the layout is
   • A new layout, do the following:
     1. In the Select entity type ▼ dropdown, select Invoices.
     2. In the Action ▼ dropdown, select Create.
     3. Select any of the fields on line 1 to start. This is your first invoice.
     4. Enter the invoice info into the fields. While this is laid out as a spreadsheet, the fields are the same ones listed on a single invoice form.
        • Want to send the same invoice to multiple customers? Right-click the row for the invoice you want to duplicate and select Duplicate row for multiple customer. Then select each customer you want to send it to and select Next.
        • To record more than one product or service per invoice, in Product/Service, select , then add the product or service.
   • An old layout, do the following:
     1. In the Select transaction type ▼ dropdown, select Invoices.
     2. In the Action ▼ dropdown, select Create.
     3. Select any of the fields on line 1 to start. This is your first invoice.
     4. Enter the invoice info into the fields. While this is laid out as a spreadsheet, the fields are the same ones listed on a single invoice form.
        • Want to send the same invoice to multiple customers? Right-click the row for the invoice you want to duplicate and select Duplicate invoice for multiple customers. Then select each customer you want to send it to and select Next.
        • To record more than one product or service per invoice, in Product/Service, select , then the product or service to add.
4. Complete a row for each additional invoice you need.
5. Select Save or Save and send to send to your customers.

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.

Add 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. Select the checkbox for the payment options you want to make available to customers.