Batch invoicing is available in QuickBooks Online Advanced. If you are using a different subscription, you will need to upgrade to access this feature. This tool lets you send the same invoice to several customers at once or fill out different invoices in a single spreadsheet-style view.
Follow these steps to create multiple invoices:
- Select the + New menu and choose Batch transactions. Alternatively, go to the Invoices page, select the arrow next to Create invoice, and choose Multiple invoices.
- Select Invoices from the Type dropdown menu.
- Choose Create in the Action menu.
- Enter your invoice details on the first line. This screen works like a spreadsheet but uses the same fields as a standard invoice.
- Use the duplicate option if you want to send the exact same invoice to multiple people.
- Select Save or Save and send to finish.
QuickBooks automatically applies any specific terms or tax preferences you have already set for those customers even when you duplicate an invoice.
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