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Create the same invoice for multiple customers

by Intuit Updated 3 weeks ago

Learn 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. Set up an unscheduled recurring invoice when you charge different customers for the same items or services on different dates. Then, you can just edit the template and send it to different customers when you need to.

If you have customers you invoice regularly, create a scheduled recurring invoice instead.

 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

  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.
QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

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