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Create the same invoice for multiple customers in QuickBooks Online

by Intuit Updated 1 week ago

Learn how to create and send the same invoice to multiple customers in QuickBooks Online.

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.

If you use QuickBooks Online Advanced, here’s how to send the same invoice to multiple customers.

Note: This option isn't available yet for the new estimate and invoice layout. Find out which layout you have.

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 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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