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LeeLee
Level 1

reacuring invoicing using batch method

I am trying to set up customer batch type invoicing, where do I enter the recurring invoice amount for my customers so I can bulk invoice my customer base all at one time?

Total invoice amount for each customer might be a little different but I want to be able to enter this amount and invoice every month using batch method.  

3 Comments 3
HoneyLynn_G
QuickBooks Team

reacuring invoicing using batch method

Hi there, @LeeLee.

 

Welcome to the Community space. I can share some insights about recurring invoice using the batch method in QuickBooks Desktop.

 

The batch invoice feature allows you to create identical invoices to multiple customers. Since the amounts for each customer's invoice may vary, I don't recommend creating it by batch. Currently, we don't have the option to change the amount when using the batch feature.

 

As a suggestion, you can use the memorized transaction feature. You can set them to automatic or any specific frequency.

 

We value your willingness to help us improve our products, so I'd recommend submitting your request to our developers. Doing this helps them understand where we can improve and what features should be added so we can better serve you.

 

In order for them to account your suggestions, please follow these steps on your QuickBooks Desktop account:

  1. Click the Help menu bar.
  2. Scroll down to Send Feedback Online.
  3. Select Product Suggestion.
  4. Choose Product Suggestion for the Type of Feedback.
  5. Product Area is optional.
  6. Enter your suggestion.
  7. Click Send Feedback.

Let me know if there's anything else I can help you with. I'm just a comment away. Have a good day ahead!

shahidul
Level 1

reacuring invoicing using batch method

Hi LeeLee

if you are a user of QB-18 you can enter batch invoice using following options where you can edit any invoice later on (if necessary) But here i'm getting one limitation IE. you can not use Memo option which is possible in individual invoice posting. If any one can help us to enable "Memo" option in Batch invoice recording , requesting to help us 

 

Process:

1) Company

2) Batch Enter Transactions

3) Select "Invoice& Credit Memo"

4) Design your sales data according to columns in a Excel file

( you can customize the columns according to your choice from "customize columns" Option at top right)

5) Copy the data & Paste it to Batch

6) Save Transactions 

 

riovista
Level 1

reacuring invoicing using batch method

Hi-

 

I created a batch invoice, and now my employer wants to change the dollar amount for all 500 customers?  Can I edit, or delete the batch and recreate - HELP????

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