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Create and send multiple invoices in QuickBooks Online Advanced

by Intuit47 Updated a day ago


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.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view Open this link in a new window.

Create multiple invoices at once

  1. Select + New.
  2. Select Batch transactions.
  3. In the Select transaction type ▼ dropdown, select Invoices.
  4. In the Actions ▼  dropdown, select Create.
  5. Select any of the fields on line 1 to start. This is your first invoice.
  6. 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.
  7. Complete a row for each additional invoice you need.
  8. Select Save. To send them to your customers, select Save and send instead.

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.

To add or remove data fields or columns, select Customize columns.. Then select the checkboxes for what you want to add. Some fields aren't available yet, like deposits or multi-currency.

To modify or delete multiple invoices at once, select Modify or Delete from the Actions ▼ dropdown. Then, check the box next to each invoice you want to change and select either Edit or Delete.

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.

QuickBooks Online Advanced

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