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walter16
Level 1

Is there a way to create the same invoice for several customers without having to redo the invoice over and over again?

 
Solved
Best answer January 08, 2020

Best Answers
RCV
QuickBooks Team
QuickBooks Team

Is there a way to create the same invoice for several customers without having to redo the invoice over and over again?

Yes, there's an option to create the same invoices for several customers, walter16.

 

If you create the same invoice on a regular basis, use the Memorize feature in QuickBooks Desktop. This way, it will save the transaction as a template for future use.

 

Here's how to create a memorized transactions:

 

  1. Create a new invoice or open the invoice you've created.
  2. Click Memorize on top of the transaction.
  3. Enter a Name. Then, select how you want QuickBooks to handle it.
    • Add to my Reminders List: The transaction will be added to the Memorized Transactions section of your reminders list. When you choose this option, fill in the How Often field.
    • Do Not Remind Me: The transaction won’t be added to your reminders list or added automatically. You can use this as a template for transactions that repeat from time to time.
    • Automate Transaction Entry: The transaction will be entered when it's due. When you choose this option, remember to fill in the How Often and Next Date fields.
  4. Enter any other info, then tick OK.
  5. Hit Save & Close or Save & Next.

To apply the memorized invoice right away to your customers, just access the Memorized Transaction List. Then, change the customer name in the Customer:Job field.

 

Here's how:

 

  1. Click List on the top menu and choose Memorized Transaction List.
  2. Double click the memorized invoice.
  3. Choose another customer name in the Customer:Job field.
  4. Hit Save & Close or Save & New.

To learn more about memorized transactions, please refer to this article: Create, edit, or delete memorized transactions.

 

Keep me posted if you need a hand with managing your invoices or any QuickBooks related. I'm glad to help.

View solution in original post

3 Comments 3
RCV
QuickBooks Team
QuickBooks Team

Is there a way to create the same invoice for several customers without having to redo the invoice over and over again?

Yes, there's an option to create the same invoices for several customers, walter16.

 

If you create the same invoice on a regular basis, use the Memorize feature in QuickBooks Desktop. This way, it will save the transaction as a template for future use.

 

Here's how to create a memorized transactions:

 

  1. Create a new invoice or open the invoice you've created.
  2. Click Memorize on top of the transaction.
  3. Enter a Name. Then, select how you want QuickBooks to handle it.
    • Add to my Reminders List: The transaction will be added to the Memorized Transactions section of your reminders list. When you choose this option, fill in the How Often field.
    • Do Not Remind Me: The transaction won’t be added to your reminders list or added automatically. You can use this as a template for transactions that repeat from time to time.
    • Automate Transaction Entry: The transaction will be entered when it's due. When you choose this option, remember to fill in the How Often and Next Date fields.
  4. Enter any other info, then tick OK.
  5. Hit Save & Close or Save & Next.

To apply the memorized invoice right away to your customers, just access the Memorized Transaction List. Then, change the customer name in the Customer:Job field.

 

Here's how:

 

  1. Click List on the top menu and choose Memorized Transaction List.
  2. Double click the memorized invoice.
  3. Choose another customer name in the Customer:Job field.
  4. Hit Save & Close or Save & New.

To learn more about memorized transactions, please refer to this article: Create, edit, or delete memorized transactions.

 

Keep me posted if you need a hand with managing your invoices or any QuickBooks related. I'm glad to help.

walter16
Level 1

Is there a way to create the same invoice for several customers without having to redo the invoice over and over again?

Walter:

Thank you very much for your detailed response.  Your suggestion about using the memorized transactions has helped me a lot.  

Sincerely,

Beth Ellen

RCV
QuickBooks Team
QuickBooks Team

Is there a way to create the same invoice for several customers without having to redo the invoice over and over again?

It's my pleasure, walter16.

 

I greatly appreciate you taking the time out of your day to perform the troubleshooting I've provided.


Have an amazing rest of your day and please don't hesitate to let me know if you need anything else.

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