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luke-chalkboxstu
Level 1

Can I create a single invoice for multiple projects if those projects are all for the same customer?

I have 8 projects for the same customer. They would like them all put on a single invoice. Is this possible?
Solved
Best answer March 19, 2021

Best Answers
LollyNino_C
QuickBooks Team

Can I create a single invoice for multiple projects if those projects are all for the same customer?

Welcome and thank you for posting here on the Community page, @luke-chalkboxstu

 

 

The Projects feature in the program is intended for only one customer that has multiple services. Currently, there isn't a way to create one invoice for multiple projects. Right now, you have the option to import your invoice template style. 

If you already turned on the project feature and you want to create your first project, you can perform the steps below. 


 

Here's how: 
 

  1. Go to Projects from the left menu.
  2. Select New Project. 
  3. Give your project a memorable name.
  4. Choose the customer you’re working for from the drop-down menu.
  5. Click Save
     

You can go through these helpful articles on how to set up and use the projects feature and how to import custom invoices
 

 

You can always get back into this post if you have more questions. I'll keep an eye out for your response. 

View solution in original post

10 Comments 10
LollyNino_C
QuickBooks Team

Can I create a single invoice for multiple projects if those projects are all for the same customer?

Welcome and thank you for posting here on the Community page, @luke-chalkboxstu

 

 

The Projects feature in the program is intended for only one customer that has multiple services. Currently, there isn't a way to create one invoice for multiple projects. Right now, you have the option to import your invoice template style. 

If you already turned on the project feature and you want to create your first project, you can perform the steps below. 


 

Here's how: 
 

  1. Go to Projects from the left menu.
  2. Select New Project. 
  3. Give your project a memorable name.
  4. Choose the customer you’re working for from the drop-down menu.
  5. Click Save
     

You can go through these helpful articles on how to set up and use the projects feature and how to import custom invoices
 

 

You can always get back into this post if you have more questions. I'll keep an eye out for your response. 

View solution in original post

cmoulton
Level 2

Can I create a single invoice for multiple projects if those projects are all for the same customer?

Hello, I have the same question and dont understand the answer which solves it. 

 

"The Projects feature in the program is intended for only one customer that has multiple services. Currently, there isn't a way to create one invoice for multiple projects. Right now, you have the option to import your invoice template style. "

Do you mean that the option to import your template style is the only way to put multiple projects on one invoice? So basically I could create an invoice that would show multiple projects, import it and send it to my customers correct?  But would it be linked to the projects feature in Quickbooks?

Thank you

Sara

LieraMarie_A
QuickBooks Team

Can I create a single invoice for multiple projects if those projects are all for the same customer?

Anything in QuickBooks can be done with ease, @cmoulton.

 

To create a single invoice for multiple projects for the same customer, all you need to do is select the customer's name on the transaction page. Doing this will show all the billable expenses for that particular customer.

 

  1. Select + New.
  2. Then select Invoice.
  3. From the Customer ▼ dropdown, select the customer's name. 
  4. Review the Invoice date. If you need to, change the due date in the Terms ▼ dropdown.
  5. In the Add to Invoice section, select all the billable expenses by clicking Add. You can also click Add all to select them all at once.
    Capture.PNG
  6. When you're ready, click Save and close.

 

Additionally, I've included here some articles that I'm sure you'll find helpful in tracking project income, expenses, and profitability:

 

Get back to me if you have other concerns or clarifications. I'm here to help you clear up any confusion for you. Keep safe and have a good one!

luke-chalkboxstu
Level 1

Can I create a single invoice for multiple projects if those projects are all for the same customer?

Hi @cmoulton 

 

I only marked the first response as "Solved" because, while it didn't solve my problem. It did tell me that it couldn't be done. Therefore, it was "solved."

 

However, now @LieraMarie_A is saying (in her response to you), that this can be done. That's interesting. I look forward to trying her suggestion. Unfortunately, I already issued 10 different invoices for my original request. 

 

Good luck to you.

cmoulton
Level 2

Can I create a single invoice for multiple projects if those projects are all for the same customer?

Oh :(

Ill try it now and see if it works out as well. Trying to avoid the 10 invoices ...


cmoulton
Level 2

Can I create a single invoice for multiple projects if those projects are all for the same customer?

Thank you  

 

Is it possible to have the option to add Time Activity to Add my Invoice? 

I would need to mark those items as Billable I believe.

In my case I have 3 employees that worked hours on these different projects for one customer. I want to give them an invoice with all 5 projects and the hours spent on each of them. The hours spent would be based on what I entered in Time Activity. Is that possible? 

 

Project Name 1

... Ryan 2 hours $90

... Steve 3 hours $150

 

Project Name 2

...Ryan 1 Hour $45

 

Project Name 3 etc...

 

Thank you for your help,

 

 

DivinaMercy_N
QuickBooks Team

Can I create a single invoice for multiple projects if those projects are all for the same customer?

Look no further, @cmoulton.

 

The option to add the time activity of your employee on the invoice is currently unavailable. As a workaround, you can run the Time cost by employee report and send it to your employee so they can see the details. Here's how:

  1. Go to the Projects menu.
  2. Select the project to which the employee is assigned. Example: Project 1.
  3. Click the Hourly Time Cost option.
  4. You'll be routed on the Time cost by employee report for your customer's project. 
  5. To modify the details on the report, click the Customize button. timecost1.PNG
  6. Once done, you can click the Print or Export icon so you can send a copy to your employee. timecost2.PNG

 

For your reference, please see this article: How to turn on and set up time tracking.

 

I also encourage you to visit our QuickBooks Blog website for more product enhancements and updates.

 

Feel free to post here again if you have any other questions about managing your employee's time activity in QuickBooks. I'll be right here to lend a helping hand. Take care always.  

cmoulton
Level 2

Can I create a single invoice for multiple projects if those projects are all for the same customer?

Thanks for the info.

My question should have been how to add billable hours from Time Activity - and ive figured it out.So im all set :) 

I can now invoice the hours my employees spent on project from the Time Activity section.

 

C

rpike77
Level 1

Can I create a single invoice for multiple projects if those projects are all for the same customer?

I would like to invoice multiple projects on 1 invoice.  We provide a service for a set amount.  Rather than breaking down the billable items, as you describe in your answer, I invoice for the negotiated rate.  Is there a way for me to put multiple projects on 1 invoice, using a set amount?  thanks!

ReymondO
QuickBooks Team

Can I create a single invoice for multiple projects if those projects are all for the same customer?

Good day, @rpike77.

 

For now, the option to create multiple projects on a single invoice is unavailable in QuickBooks Online (QBO). We can only create multiple transactions under a single project in the program. 

 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

You can also send this request to our product developers so they can review it. Simply follow these steps:

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

While we continue to make improvements, I want you to be updated with the latest QuickBooks news and product release through our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

I'll be here if you have other questions. You take care and have a great day!

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