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Create and send multiple invoices in QuickBooks Online Advanced

To create a new invoice now: Jump to Invoices

Learn how to create and send multiple invoices. This feature is only available in QuickBooks Online Advanced.

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 with one click.

Create multiple invoices at once

Follow these steps to create and work on multiple invoices at once:

  1. Select + New.
  2. Select Batch transactions.
  3. Select the Add (+) button to create a new blank invoice. Each invoice you add gets its own numbered row.
  4. Select any field to enter info for each invoice.
  5. When you're done, select Save.

Tip: Need to delete an invoice? Select any field on an invoice line. Then select the Menu button (three vertical dots) and Delete invoice.

Select the

Product/Service

field and then the 

(+) 

icon. You can also select the 

Menu

button (three vertical dots) and then select

New line item

User-added image

To add or remove data fields or columns, select the small

Gear 

⚙ icon. Then select the checkboxes for what you want to add.


User-added image

Need more data fields?

With the multiple invoices feature, you can add all kinds of fields. However, these aren't available just yet: bundles, multicurrency, class, location, price-rules, late-fees, or automatic sales tax (exactor).

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 any field on the invoice you want to send to multiple customers. Then select the Menu button (three vertical dots).
  5. Select Duplicate invoice for multiple customers.User-added image
  6. In the window, select the customers you want to send the invoice to.
  7. Select Next. Invoices for each customer appear as rows in the Multiple Invoices window. You can edit them individually if you need to.
  8. When you’re finished, select Save or Save and send.

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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