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Steve Osmond
Level 1

Mass invoicing / bulk invoicing

I have a client that will open a new QB account and they need to bill 1000 of the same invoice to one set of customers.  These invoices will all be the same but to the individual customers.

 

Possible without doing it one at a time?  

9 Comments 9
Jovychris_A
Moderator

Mass invoicing / bulk invoicing

Hi @Steve Osmond.

 

Yes. It's possible to send multiple invoices to the individual customers in QuickBooks Online. You can do it when your client is subscribed QuickBooks Online Advanced.

 

Here's how:

  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.

 

It's simple. Need to delete an invoice from the batch? You can follow the steps outlined in this article: Create and send multiple invoices in QuickBooks Online Advanced.

 

In case your client wanted to add a payment option in your invoices, you can sign up for QuickBooks Payments.

 

If there's anything else you need to know, feel free to comment here. I'll be happy to help. Take care always!

Steve Osmond
Level 1

Mass invoicing / bulk invoicing

I currently have QB version 4.2.1 which is the online version for another company and this is not an option under NEW.  Perhaps this is a US only option?

 

 

MJoy_D
Moderator

Mass invoicing / bulk invoicing

Thank you for the response and for providing us more details about adding multiple invoices, @Steve Osmond.

 

The ability to create multiple invoices using the Batch Transactions feature is available in QuickBooks Online Advanced available in the US. 

 

Let me show you how to add multiple invoices using the QuickBooks Online desktop app:

  1. Go to the + New button.                             
  2. Select Batch Transactions
  3. Click the Select Transaction type drop-down and choice Invoices
  4. To add additional lines just click  Menu button (three vertical dots) and then select New line item
  5. Click on Save once you're done. 

You can always check the article provided by my colleague above on how to create and send multiple invoices in QuickBooks Online Advanced.

 

Then, you can refer to the following article on how to record invoice payments in QuickBooks Online.

 

Let me know if you need further help creating multiple invoices. I'm always here to help. Have a great rest of the day!

Steve Osmond
Level 1

Mass invoicing / bulk invoicing

Sorry but this is not an answer.  Is this option not available in Canada?  I provided a screenshot for you to review and the item you mention is not in there.  

 

I need resolution on this and if it is not available on this platform, what platform would it be available on?

 

 

RCV
QuickBooks Team
QuickBooks Team

Mass invoicing / bulk invoicing

Thanks for coming back, Steve Osmond.

 

The option to create multiple invoices using the Batch Transactions feature is unavailable in the QuickBooks Online (QBO) Canada version. This is only available in the QBO US version. However, we can create and send the same invoice to multiple customers in QBO Essentials and Plus. 

 

You'll want to check for a third-party application that can help you do mass invoicing in QBO. You can check out the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/. We can also do it in QBO by following the steps below:

  1. Go to Apps on the left side menu.
  2. Search for the app in the Find apps to streamline your work field. 
  3. Look for the app that supports the Batch Invoicing feature.

 

Any questions about integrating the app into your Online account is best handled by the third-party app provider. To keep updated with any upcoming QuickBooks updates and enhancements, feel free to visit these blogs:

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away.

Fiat Lux - ASIA
Level 15

Mass invoicing / bulk invoicing

@Steve Osmond 

Consider having a billing management app to integrate with your QBO CA version.

Kate Ha
Level 1

Mass invoicing / bulk invoicing

Please could you suggest a few apps that offer billing management? I am having difficult time finding apps that can offer mass invoicing. 

Fiat Lux - ASIA
Level 15

Mass invoicing / bulk invoicing

@Kate Ha 

Prepare your Invoicing data with the following template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo

 

Another option, explore this app

https://billcom.grsm.io/quickbooks

 

trlackey
Level 1

Mass invoicing / bulk invoicing

Can I create groups for batch invoices like we had on the desktop version?

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