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Level 1

Batch invoicing by customer type

I would like to see the Customer Type feature incorporated into the batch invoicing.

For example, a company has 1500 customers, that are in three groups. Type A customers all receive the same invoice, Type B customers receive their own invoice, and Type C receive their own invoice. It would save many companies much time if in the batch invoice process, when we want to duplicate an invoice to other customers of the same type, we do not have to LITERALLY CLICK ON EVERY INDIVIDUAL CUSTOMER. This becomes very time consuming. It could be solved by allowing a batch of invoices by customer type. Anyone know a workaround for this?

4 Comments
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QuickBooks Team

Batch invoicing by customer type

I appreciate the complete details you've provided, @JWhitehurst.

 

The batch invoicing feature enables you to create and send multiple invoices at the same time. While the customer type feature allows you to group customers into different types. Both of these features are available in QuickBooks Online and Advanced version.

 

However, the ability to create a batch invoice per customer type is unavailable. As of this time, you can open one of your previous invoices and copy its detail. From here, you'll be able to use it for all the customers under the same type. You can use this article for more insights about the process: Create and send multiple invoices in QuickBooks Online Advanced.

 

On the other hand, you also have the option to import your multiple invoices per customer type. Let's first ensure to prepare your multiple invoice CSV file. Here's a sample of the file format:

 

5.GIF

You can follow these steps to import:

  1. Go to the Sales menu.
  2. Choose the Invoices tab.
  3. Click the drop-down arrow beside New Invoice.
  4. Select Import Invoice.
  5. Map your import fields.
  6. Click Next.
  7. Review the import summary.
  8. Click the Start Import.

You can follow the same process for each customer type. For more detailed steps, you can read through these transactions: Import multiple invoices at once.

 

Always feel free to leave a post below if you have other questions.

Highlighted
Level 1

Batch invoicing by customer type

This doesn't answer my question.  I don't care if the customer type shows on the invoice.  I want to be able to create an invoice for  Customer John Doe (Customer Type 1), and then duplicate that exact invoice for all of my other customers that are the same Customer Type. Without individually clicking on every customer that is    Type 1.  I then want to be able to create an invoice for Jane Smith (Customer Type 2), and then duplicate that exact invoice for all of my other customers that are the same Customer Type.  Having to click on each individual customer in batch invoicing may work on a very small scale, but it becomes quite cumbersome when your customer base is large.

Highlighted
QuickBooks Team

Batch invoicing by customer type

I appreciate you for clarifying your concerns, @JWhitehurst.

 

I have updated the response provided above. Also, I can see how beneficial it is for you and your business having the ability to automatically assign a specific invoice template for each group of customers in your account. I'd personally forward this to our Product Developers for considerations in our future product updates. 

 

In the meantime, you can read through our blog to learn more about the latest product updates and feature releases: QuickBooks Online New Features and Improvements – March 2019.

 

Get back to us if you have other questions. The Community and I are always here to help.

Highlighted
Level 13

Batch invoicing by customer type

@JWhitehurst 

Explore this app to integrate with your QBO.

http://get.practiceignition.com/quickbooks

 

Hope it helps.

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