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Sylvrleef
Level 1

Batch Invoices

I was wondering if there is a way to create a batch of invoices for all customers. We have a dues that are due in January and have almost 500 customers. I was hoping I wouldn't have to create and invoice and then copy and save it for each customer. 

 

Thank you,

5 Comments 5
RenjolynC
QuickBooks Team

Batch Invoices

Hi Sylvrleef,

 

For now, creating invoices by batch in QuickBooks Online is unavailable. You'll have to create them one at a time. Though, you can check for any third-party applications in the App Centre that offer similar services.

 

Here's how to find them:

  1. On the left panel, click Apps.
  2. Click the Find Apps tab.
  3. Enter a keyword in the Search for an app box or use the Browse Category and select Billing & Invoicing.
  4. Press Ctrl on your keyboard and search for batch invoicing.

I'd also suggest sending feedback to our product engineers about this option. To do this, just click the Gear icon located in the upper right-hand corner and select Feedback.

 

I'll be around if you have any other questions about QuickBooks. Thanks. 

gogetem
Level 1

Batch Invoices

I'm having the same problem. Really annoying. QBOE used to have this feature for several years. My concern is that QB is working on making this a higher priced feature. Otherwise, I can't think of any reason why they'd remove the feature.

 

Please let me know if you find a better software solution.

ShiellaGraceA
QuickBooks Team

Batch Invoices

Hello gogetem,

 

Currently, the option to create batch invoices is only available in QuickBooks Online Advanced. You'll want to upgrade for the advanced version or check for a third-party application as suggested by my colleague @RenjolynC.

 

Let me share with you the benefits of using QBO Advanced. Here's the link: https://quickbooks.intuit.com/online/advanced/#benefits.

 

Please follow the steps above on how find an app.

 

You can also visit our site for future reference: Sales and customers.

 

Drop a comment anytime if you have questions. We're always here to help.

gogetem
Level 1

Batch Invoices

It's unclear from the link if QBOE (the NEW more EXPENSIVE one) does what QBOE used to do with invoicing years ago.

 

Can I click on Sales>Unbillable Time and send invoices to all of my clients with a batch send?

JonpriL
Moderator

Batch Invoices

Hello @gogetem,

 

Currently, there isn't an option to send a batch invoice for your customer's unbilled time charges.

 

In the meantime, you'll have to manually create an invoice for your customer's unbilled time charges.

 

Capture01.PNG

 

Once completed, you can send the invoice to your customers in batch. To do so:

  1. Go to All Sales.
  2. Select your invoices.
  3. Hit Batch actions.
  4. Click Send Transactions.

To add, you can take a look at the screenshot I've included below.

 

Capture02.PNG

 

 

If in case you need some tips and related articles for future use, you can always visit our QuickBooks Online Help Articles page for reference.

 

If there.s anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

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