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Lindaj215
Level 1

batch invoicing using custom invoice

I have been trying to use my custom template in the batch transaction process. After spending several hours with your support with no resolution, I looked up the issue in the QuickBooks forum. I found that this feature continues to be unavailable when using the batch invoice function. The ability to use a business' custom invoice template has been requested for a few years. This is a capability that has always been available in the desktop version and now that I have transitioned to online is necessary in the online version. Additionally, we need the ability to send the batch invoices from our personal email address and not the "quickbooks@notification.intuit.com" address.  With the concerns today of fraudulent scams, by not using a business's template and email address you are making the invoicing outcome less successful. Please add both these items to the online version. Finally, your support team needs to know your system capabilities to avoid wasting everyone's time. The staff should have known, whether I like it or not, the system was working a designed.    

1 Comment 1
MirriamM
Moderator

batch invoicing using custom invoice

Thank you for your feedback, Lindaj215. We value your insights and recognize the importance of QuickBooks Online (QBO) in meeting your business needs.

 

We recommend exploring third-party applications that integrate seamlessly with QBO to help meet your needs for both custom templates and personalized email communication, as QBO currently doesn't offer these functionalities.

 

To send feedback, follow the steps below:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

I also encourage you to follow our blog to stay updated on any product updates or improvements related to the online version:  QuickBooks Online Blog.

 

If you require help with tracking invoice payments, I have a useful guide for you: Record invoice payments. It's straightforward to use, so don't hesitate to take a look whenever you need.

 

If there's anything else you need help with, let us know by adding a comment below.

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