cancel
Showing results for 
Search instead for 
Did you mean: 
trevor1
Level 1

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

I want to combine 10 invoices into 1 invoice so I can just update the late/finance charge on a single invoice instead of 10 separate. Ideally, I can merge them with the line items and dates of service in one swoop. If not I'll have to copy and paste and then delete the old invoices, I think.

29 Comments 29
Anonymous
Not applicable

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

Hello there, trevor,

Thank you for visiting the Intuit Community.

We're unable to combine multiple invoices into a single invoice. The way you're doing it (copying and pasting old invoices into the new one), is our current workaround. You can suggest the process of combining invoices to our product engineers. Send them feedback so they'd know what works best for you. In your QBO account, click the Gear icon and select Feedback.

Feel free to reach out to me if you have other questions.

Stuart7
Level 2

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

Trevor could you tell them to update this please!! Since you work in the same company!

BettyJaneB
QuickBooks Team

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

Glad you've joined us here today, @Stuart7.

 

I've come to provide you with some details about combining multiple invoices in QuickBooks Online.

 

At this time, being able to combine multiple invoices into one isn't an option for us. The best way to handle this while the feature is not yet available to copy and paste the old invoice to the new one manually. 

 

I can see the importance of this can have to you and to your business. QuickBooks strive hard to make the product work the way your business needs. That being said we are adding features based largely on the preferences that we receive from our customers like you.

 

I'd encourage you to visit our QuickBooks Online Blog to be updated with our news and updates including product improvements. 

 

Also, if you have any "How do I" questions concerning QuickBooks you may check out these link below for some references:

This should get you moving today.

 

I'm still here to help if there's anything else you need about this. Just leave a reply below and I'll get back to you. Have a good one!

lankfordcabins
Level 1

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

Is there a way to combine invoices now?

AlexV
QuickBooks Team

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

Welcome, lankfordcabins.

 

Let me explain how invoicing works in QuickBooks Online.

 

You can follow the workaround shared by BettyJaneB. We can create a new invoice by copying the data from the old ones. You can run the Open Invoices report as your reference. Simply go to the Reports tab, then search and select Open Invoices.

 

I know this has been forwarded, I'll send another one to our developers. The more feedback, the bigger the chance this will be implemented.

 

You can let your customers pay their invoices online. This is very useful to save time and most convenient. You can check this guide to learn more: How to let customers pay their invoices online.

 

Please comment again if you have more clarifications. I'll be happy to help.

Fiat Lux - ASIA
Level 15

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

@lankfordcabins 

Explore the invoicing feature in this 3rd party app. You may find something usefull for your needs.

http://get.practiceignition.com/quickbooks

 

Hope it helps.

solutionsengineer
Level 1

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

This would be a helpful feature for me also!

stephanie68
Level 1

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

It looks like this question was from 2018.  Has anyone figured out a way to combine invoices now?

Mark_R
Moderator

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

Hi there, @stephanie68.

 

The option to combine multiple invoices into one is currently unavailable in QuickBooks Online (QBO). As a workaround shared by my peers above, you can create a new invoice and manually add the data from the old ones.

 

I understand that adding this feature in QuickBooks can make your work easier and save time. For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by.

Turbo 85
Level 1

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

How many people have to complain about needing the same thing before QB fixes the program that it “made for its customers”. It seems that isn’t the case, this would be a very simple fix. This topic has been mentioned by many many users for many many years. So many companies will not pay 25-35 invoices per week and request ones that groups them all together. This issue needs to be resolved. I’d you look online people have been complaining about this for awhile now. 

9130349346222626
Level 1

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

I Really hope you are not serious in saying that, adding invoices together Manually?? What's the point of an automated accounting system then?

 

I was better off using MS. Excell. If this issue is not addressed I might change back to it. 

 

We need to have an open invoice, that we can add to periodically, which we then post at the end of the month. Also we need to have the possibility to add custom columns, all sorts of businesses have their specific needs, and these many times need to be added to each line item.

 

QBO please note this, the second one is maybe a 30 min job for a programmer!!

 

 

JessT
Moderator

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

Hi 9130349346222626,

 

I see that being able to combine invoices will save us time. However, this isn't offered because each invoice has a date, a term, and other information that is unique to each of them. If you combine invoices into one, the final invoice will look like a statement. You may want to send a Statement instead.

 

Anyhow, I get your point that some customers just want to pay once for all the invoices they owe. I'll take note of this idea, so our development team can come up with a way for making lumpsum payments.

 

If possible, you can let your customer do a direct bank transfer to pay all the invoices, Then, just reflect it in QuickBooks and send them the payment receipt. This will be a workaround at the moment.

  1. Click on +New and select Receive payment.
  2. Select the name of the customer in the Payee field.
  3. Enter the amount you received.
  4. Put a checkmark beside the invoices that they are paying.
  5. Choose Save and send to email the receipt.

With regards to adding columns, I'll take note of this as a suggestion for future enhancements as well.

 

If you have other questions in mind, feel free to go back to this thread.

NG94
Level 2

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

Any updates regarding combining 2 or more invoices? 

NG94
Level 2

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

Any updates on combining 2 or more invoices?!

NG94
Level 2

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

Hi everyone!

Are there any updates regarding combining 2 or more invoices? It’s 2022… so I’m really *banking* on this.

jamespaul
Moderator

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

Hello, NG94. 

 

I'd like to give some information about combining two or more invoices in QuickBooks. 

 

Currently, we're still unable to combine two invoices into one. As what my colleague mentioned, consider using a customer statement if you haven't done it already.

 

This allows you to send a single transactions with the outstanding invoices rolled into one transaction form. 

 

To create a statement: 

 

  1. In the left menu, go to Sales, then select Customers.
  2. Under the Action column, click the drop-down arrow for the customer you want to create a statement for.
  3. Choose Create Statement.
  4. Select the type of statement you want to create.
  5. Set the Statement Date, Start Date, and End Date.
  6. Click Apply, then enter the email address.
  7. Hit Save and send.

 

More details can be found here: Create and send customer statements in QuickBooks Online.

 

Though, I do like the idea of having a clean transaction history with your customers by combining invoices into a single transaction. This idea might be in the works, so I would still suggest sending feedback to our developers. 

 

Click the Gear icon, then select Feedback

 

Our developers are still working on other features, so they might reconsider this idea in the future. 

 

If you'd like to compare your profit and loss data from a certain period, you can check this article for a guide: Run a Profit and Loss Comparison Report.

 

Do you have any other concerns regarding the features in QuickBooks or about your invoices? Please let me know and I'll drop some details and information below. 

Sarah-Zee
Level 2

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

Come on Quickbooks!!! how many complaints do you need before you listen?

 

This is a essential function!

 

What is your time line on fixing this issue?

Sarah-Zee
Level 2

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

BTW I added a feature request 3 years ago!  seems pretty pointless

Sarah-Zee
Level 2

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

The statement work around is unusable as it does not detail the products listed in the invoices.  Showing the invoice reference only is not going to offer any kind of usable workaround for this issue!

MichelleBh
Moderator

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

I wish I could add this kind of feature in QuickBooks so you can save your time, @Sarah-Zee.

 

I know combining multiple invoices into one will help help your business needs and can make the work easier. We don't have a specific time frame for the feature's implementation in QuickBooks. 

 

I'd recommend visiting this link:  Customer Feedback for QuickBooksThis way, you can keep up with the updates. In addition, you can voice your opinion about what you would like to see in the future of QuickBooks by going to the company website and voting on suggestions.

 

As an alternative, I'd suggest following the workaround provided by BettyJaneB or Fiat Lux - ASIA above. 

 

Check out these articles below on how to send invoice reminders and pay your customers directly by credit card or ACH transactions in QuickBooks: 

 

 

Feel free to mention my name if you have other concerns about QuickBooks. I'd be pleased to assist you. Stay safe.

Sarah-Zee
Level 2

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

Interesting that I do not see any of my own feedback feature requests on the link you have sent me to vote on.
 
Why is that?! 
 
I added this request myself some time back and have also asked for it to be added by support at least 3 times over the last few years
 
Why am I not seeing anything when I search 'merge invoice'  - it should be there and judging on the reactions here there should be a number of votes!
Sarah-Zee
Level 2

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

As I have explained above the workaround it unusable!

Rubielyn_J
QuickBooks Team

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

I hear your sentiments, @Sarah-Zee. 

 

I can see the importance of having the option to combine multiple invoices for you and your business. 

 

Your feedback helps our Product Development team determine which feature will be implemented in the next future update. The change is also based on how popular a specific feature request is. Our product developers are continuously reviewing all customer's feature request. 

 

I also encourage you to visit this resource that will guide you in personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Thank you for your patience while we work on this feature update to merge multiple invoices. Please take care. 

Sarah-Zee
Level 2

Can I combine multiple invoices (& line items from them) to a single invoice? I have a client with 10 past due invoices and want to update one per month vs. 10 per month.

well funny how I have been a customer for 3 years and know nothing until now about voting on a feature request.

 

I have added this as a feature request once myself and 3 times through the online chat, however I am unable to find any on the link posted above when looking to see the votes!

 

Where is the feature request?  how many votes does it have?

 

And why do you make it so hard to know about this!  3year customer and I had never heard of voting!

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us