How to consolidate multiple orders through the month into one monthly invoice for that customer?

Good to see your post here, Provance.

You can use the Recurring Invoice feature to consolidate multiple orders for your customer and set them to recur every month. I'll show you how to do it below:

1. Go to the + New icon.
2. Under Customers, select Invoice.
3. Fill out the form with the information you want to appear in every instance of the invoice.
4. Under Payment Options, choose the types of payments that you accept.
5. Select Make recurring.
6. Customize the recurring invoice by entering the template name, from the Type drop-down, choose Schedule
7. Click Save template.

Read through this article and find out more about creating a recurring invoice: How to create a recurring invoice and manage recurring transactions.

You might also be interested to learn how to schedule recurring transactions created with templates in QBO: Schedule recurring transactions created with a template.

Be sure to get back to me if you have other concerns. I'd be more than happy to assist you further. Wishing you well.

Hi,

Thanks for this but I can't see how this is going to work?? This amount will be different every month, it's not like we're billing them the same each month.

Scenario:

Customer A places multiple orders throughout the month through the website. The website creates an invoice in QB for that particular order. At the end of the month, the customer gets billed for ALL transactions on one invoice which is then sent to them.

The point is the customer doesn't want multiple invoices through the month but rather one invoice at the end of the month.

I'm not sure your solution is going to do that? Unless I'm missing something?

Hello there, @\Provance.

Currently, we're unable to combine multiple invoices into one. As a workaround, you can create multiple estimates. Then, you can add those estimates into one invoice and send it to your customer. This will allow them to pay the products and services being accumulated within the month in one go. I'd be glad to show you how to do that.

1. Create estimate transactions.
2. Navigate to the + New button, select Invoices.
3. Enter the Customer's name, then click Add on the Estimates located at the right pane. I've added a screenshot for additional reference.
   
   
    
4. Choose the option on how you want your customer to pay you at the Online Payments section.
5. Verify the transactions, then select Save and send.

After sending, this is how your emailed invoice will look like.

I've included this article for your future task about to get your monthly assessments of your business financials smoothly: Reconcile an account in QuickBooks Online. This contains tips on how to successfully finish reconciliation and how to troubleshoot it whenever there's something wrong during the process.

You can always tag my name in the comment section below if you need further assistance or if you have other concerns. I'd be willing to lend a helping hand. Take care and have a wonderful day.

I want to combine multiple Daily. Invoices into one monthly Invoice for several of my clients want to be billed once e a month but I need the sales to be reflected in the daily totals where they are occurring.  This is not a reoccurring sales it is when they charge throughout the month. but billed monthly

Creation of estimates will not work for these customers.  The estimates will not add to daily sales.

Combining daily sales into one monthly invoice is a great functionality, DONNA.

As of now, there isn't an integrated way to consolidate multiple invoices in one sales transaction. As a workaround, we'll have to enter them in QuickBooks individually. This way, you can easily link the payments when your clients pay. 

I can see how this functionality would be beneficial to your business. I encourage sending a feature request directly to our Product Development team. Your feedback helps shape the future of QuickBooks Online and ensures that it remains a valuable and effective tool for businesses.

Here's how:

1. Go to the Gear menu and then select Feedback.
2. Type in your feature request in the description box.
3. Once done, click on Next.
   

Additionally, you'll want to create attractive and professional-looking invoices in QuickBooks Online. With this, you can personalize and add specific info that matters most to your business. To know more about this process, you can check out this article: Customize Sales Forms Templates.

Please keep us posted if you have additional questions or concerns about managing your customer transactions. I’m always here to help you.