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bayareacombat
Level 1

I need to be able to invoice multiple customers for a single project. My projects have multiple payors. how do I do this? I only see the option to add a single customer.

 
12 Comments 12
JoesemM
Moderator

I need to be able to invoice multiple customers for a single project. My projects have multiple payors. how do I do this? I only see the option to add a single customer.

Thanks for joining the Community space today, @bayareacombat.

 

Currently, the option to invoice multiple customers for a single project is unavailable. 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.

 

 You can track your feature requests through our QuickBooks Online Feature Requests website. For more details, please browse through this article: How do I submit feedback?

 

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

 

 

Please stay in touch, and come back to the Community if you have any further questions or concerns. We're always here to help.

bayareacombat
Level 1

I need to be able to invoice multiple customers for a single project. My projects have multiple payors. how do I do this? I only see the option to add a single customer.

I went to feedback and requested the ability to add multiple customers. After reviewing the posts it seems this standard reply has been given for over two years. So obviously it is a waste of everyone’s time that actually entered the feedback. Think about it how much coding, testing and execution time does it take to make this simple change?  
deborah

bookkeepingbusinessplease
Level 1

I need to be able to invoice multiple customers for a single project. My projects have multiple payors. how do I do this? I only see the option to add a single customer.

I agree.  As a Pro Advisor this feature is VERY relevant to the typical business owner.   Please add this feature ASAP!  Please, and thank you!

JessT
Moderator

I need to be able to invoice multiple customers for a single project. My projects have multiple payors. how do I do this? I only see the option to add a single customer.

Hi bookkeepingbusinessplease,

 

I also like the idea of adding this option to the Projects feature. Feel free to submit a request by clicking on the Gear icon and choosing Feedback.

 

I'm just a comment away if you have other concerns. Take care and have a good one!

Ashe-Arts-And-STEM
Level 1

I need to be able to invoice multiple customers for a single project. My projects have multiple payors. how do I do this? I only see the option to add a single customer.

How much "coding, testing and execution time does it take"? Probably a LOT of coding, testing and execution time which is probably why this feature hasn't been added yet. While I too want a similar feature for tracking income and costs for fundraising events, I recognize that this "simple change" is a fundamental change to how the current project feature works. **shrug**. What is probably a BETTER solution is for Intuit to develop a specific feature for this kind of functionality.

Ashe-Arts-And-STEM
Level 1

I need to be able to invoice multiple customers for a single project. My projects have multiple payors. how do I do this? I only see the option to add a single customer.

How much "coding, testing and execution time does it take"? Probably a LOT of coding, testing and execution time which is probably why this feature hasn't been added yet. While I too want a similar feature for tracking income and costs for fundraising events, I recognize that this "simple change" is a fundamental change to how the current project feature works. **shrug**. What is probably a BETTER solution is for Intuit to develop a specific feature for this kind of functionality.

JessT
Moderator

I need to be able to invoice multiple customers for a single project. My projects have multiple payors. how do I do this? I only see the option to add a single customer.

I believe it won't take much time to code a feature, Ashe-Arts-And-STEM.

 

I understand the feeling of being ignored because your requested feature is not added to QuickBooks yet. Let me share some points about feature requests.

 

We have thousands of clients with different needs, so we look at what features are most needed. We also check if they're already part of the projects we're developing, do they conflict with the current features, etc. Hence, it takes time to cater to a particular request.

 

While all requests are valid, we can assure you that we continue to develop QuickBooks to make it more efficient. At the same time, keep it simple for small businesses, which are our core customers. That said, I encourage you to vote about adding multiple customers to projects, so our engineers will know you need this option, too.

 

Please don't hesitate to comment on this thread if you have other concerns.

Adnan4
Level 1

I need to be able to invoice multiple customers for a single project. My projects have multiple payors. how do I do this? I only see the option to add a single customer.

Just a quick suggestion:

 

You can move to job order costing and create sub customers for the project and then from there you can choose to bill with parent or bill with customers.

Ashe-Arts-And-STEM
Level 1

I need to be able to invoice multiple customers for a single project. My projects have multiple payors. how do I do this? I only see the option to add a single customer.

And while sub-customers does solve the multiple customer issue (kind of), the problem is that for event tracking you don't "invoice" customers. You receive revenue for your event via ticket sales, merchandise, sponsorships, donations, in-kind donations, etc. There is no way I have seen for me to record revenue against a project without creating an "invoice". Perhaps if Intuit were to add the ability to apply payments/deposits directly to a project without needing an invoice then the project feature MIGHT be a viable option. As it stands it is a very labor intensive proposition to try and use the existing Quickbooks project feature for event tracking.

9130357714579286
Level 1

I need to be able to invoice multiple customers for a single project. My projects have multiple payors. how do I do this? I only see the option to add a single customer.

Any update on this feature, It's really critical and mandatory for running business and monitor our project profitability 

Maybelle_S
QuickBooks Team

I need to be able to invoice multiple customers for a single project. My projects have multiple payors. how do I do this? I only see the option to add a single customer.

Hello there. I can see the importance of invoicing multiple customers in QuickBooks.

 

Currently, invoicing several customers for one project is unavailable. We understand your need and would love to hear your thoughts about your experience by sending us feedback on your QuickBooks Online company. It enables our product developers to consider adding this in future updates.

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

Alternatively, you can create separate invoices for each customer and use the Project feature to track the overall project profitability.

 

Furthermore, you may want to look at a third-party application that can help invoice multiple customers for one project. You can find one by visiting this website: Apps for QuickBooks Online.

 

I've added articles to help personalize sales forms in QuickBooks: Customize invoices, estimates, and sales receipts.

 

Additionally, please visit our Firm of the Future page periodically to stay updated with the news and updates.

 

You might also want to consider changing your QuickBooks Community username, as it contains your company ID, which could compromise your privacy and security.

 

Let me know if you have other questions about invoices and projects in QuickBooks. I'm always here to help. Take care.

Missigirl
Level 1

I need to be able to invoice multiple customers for a single project. My projects have multiple payors. how do I do this? I only see the option to add a single customer.

I just wanted to add that this is very frustrating as we may have up to 100 income sources on one project and need to point to all of the "customers" to track to a specific project.  Please update this QB!

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