Sending Customers Batch Invoice Spreadsheets

tvoss98 · ‎August 21, 2024

I have a bit of a weird question. We have clients that can receive dozens or even hundreds of invoices in a given week. We manage most of our work in an outside CRM, and then once a week import those jobs into QBO using a 3rd party tool (TransactionPro). We do not send out the invoices to the larger clients via QBO, we actually export an excel report from our CRM containing all of that weeks invoices and send them one spreadsheet with all of the invoices listed. It's basically a single invoice document with a listing and details for all of the "child invoices" that are in QBO.

Does anyone have a way of sending this "Custom Batch Invoice" from QBO? There is a lot of manual work that goes into doing these each week, and we're growing, so I'm looking for new and improved automation processes.

Thanks,
Tom

IrishNinoJ · ‎August 21, 2024

Hello there, tvoss98. I can guide you through the process of sending a batch invoice in QuickBooks Online (QBO).

Here's how:

Go to Sales then click the Invoices tab.
Tick the transaction you want to send in batch.
Click the Batch actions dropdown and choose Send.

In addition, you can check out this article to run basic reports: Run reports in QBO.

Let me know if you have any further questions about sales forms. Feel free to circle back here in the Community. I'm always here to help.

tvoss98 · ‎August 26, 2024

I'm sorry, but this doesn't answer my question. I'm not looking for a solution to send a batch of individual invoices. As my question stated. I'm looking for a solution to send a single invoice document, that has a detailed listing of a batch of invoices. Is this possible?

earllanm · ‎August 26, 2024

Yes, tvoss98. You can pull up a detailed list of invoice batches in QuickBooks Online (QBO). I'll walk you through it.

To do that, let's generate Sales by Customer Detail report and filter the customers and their respective transactions.

Here's how:

On your left panel menu, go to Reports.
In the Search bar field, enter Sales by Customer Detail.
Click Customize report, then choose Filter.
Find Transaction Type, then select Invoice.
Hit on the Export to Excel button to view a detailed list of invoice batches.

Furthermore, you can also check these links for guidance on converting estimates to invoices and customizing the transactions:

You can always post a reply if you need assistance in dealing with your invoice transactions in QBO. I'm just a message away. Stay safe.

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Sending Customers Batch Invoice Spreadsheets