Hello. I have 300 homeowners that I need to start invoicing annually. I believe creating a "batch invoices" is the way to go. I usually create one invoice at a time and memorize it. I don't believe batch invoices are memorized, is that correct?
The memorized transaction is used to remind you when the transaction is time to due. This way, you never miss a transaction.
While creating a batch invoices for your 300 homeowners is the right way. This will save you time entering invoices for each homeowner. Before doing so, ensure you set up your customer information correctly to avoid errors. Let me guide you how.
In your QuickBooks Desktop (QBST) software:
Go to the Customers menu.
Select Create Batch Invoices.
Ensure the terms, sales tax rate and method are up to date for all customers.
Identify your desired customers by searching or select/create a Billing Group.
Select the desired template.
Review the list of invoices to be created, then select Create Invoices.