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Create and send multiple invoices in QuickBooks Online Advanced

SOLVEDby QuickBooksQuickBooks Online191Updated 3 days ago

Learn how to create and send multiple invoices.

QuickBooks Online Advanced lets you create and send multiple invoices at the same time. Save time by sending the same invoice to multiple customers. You can also work on multiple invoices at once in a single window. Then, send all your invoices in one go.

Create multiple invoices at once

  1. Select + New.
  2. Select Batch transactions.
  3. In the Select transaction type ▼ dropdown, select Invoices.
  4. Select any of the fields on line 1 to start. This is your first invoice.
  5. Enter info into the fields. These are the same fields you see on a regular form.
    Tip: In the Product/Service field, select the + to add multiple products and services to that invoice. Or, select More options, then New line item.  
  6. Select line 2 to add a new invoice. To delete an invoice, select More options, then Delete invoice.
  7. Enter as many invoices as you need in separate lines.
  8. Select Save.

To add or remove data fields or columns, select Options ⚙. Then select the checkboxes for what you want to add. Some fields are not yet available to add, like deposits or multi-currency.

Add payment options to invoices

After you sign up 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.

Send the same invoice to multiple customers

Want to send the same invoice to multiple customers?

  1. Select + New.
  2. Select Batch transactions.
  3. Create the invoice you want to duplicate.
  4. Select More options, then Duplicate invoice for multiple customers.
  5. Select the customers you want to send the invoice to.
  6. Select Next. Invoices for each customer appear in rows. You can edit them individually if you need to.
  7. Select Save.

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.

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