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info-ellitepoolc
Level 1

Combining open invoices?

Why can't we can combine open invoices so customers can one payment that gets applied to all the invoices?
3 Comments 3
4Gal
Level 11

Combining open invoices?

As I know this is one of the current limitations of QB Payment. You can ask your clients to use a free billing management app as a workaround to pay their multiple bills to your company in one payment. They can pay via ACH for free if necessary and you can accept it for free directly to your bank account without sharing your account and routing number. The only downside is you will need to reconcile the invoice payments manually.

 

Bryan_M
QuickBooks Team

Combining open invoices?

Hi there, @info-ellitepoolc.

 

Open invoices can't be combined because they are created with different dates and customer details. Yet, I see how useful this feature would be on your end.

 

As a workaround, we can send a statement indicating transaction details and the balance due to your customer. However, we can send this one at a time. Here's how:

 

  1. From the Sales tab, go to Customers.
  2. Click the name of the customer you want to send the statement first.
  3. Select the Statements option below. 
  4. Choose the dates you want to send statements to that customer. Then, click Batch actions above the list and tap Send.

 

Check out this article for more info: Create and send customer statements in QuickBooks Online.

 

Also, you can look for a third-party application to perform this function.

 

In the meantime, you can submit direct feedback to our Product Development Team and enter your suggestions about open invoices. They might add this to our future product updates. 

 

Suppose you want to personalize your sales forms. you can read this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have additional questions about managing your open invoices by leaving a reply below. I'll be willing to help. Keep safe, and have a good one.

AnalogyConsulting
Level 2

Combining open invoices?

What about combining invoices before a payment is applied or before they're even sent out? I've had to do this manually several times now, and considering this isn't Quickbooks Desktop and we don't have to wait for a patch, it should be fairly simple for your team of apparent geniuses to handle. If you sense frustration in my words, congrats, you're absolutely on key. Intuit keeps pushing for monthly subscriptions and trying to push people to QBO, but refuse to offer the functionality that we, THE CUSTOMER, request. Instead offering absolutely idiotic workarounds akin to Microsoft's appalling support that insults our intelligence or telling us to 'send feedback' to the development team - that's a lie. These forums are filled with people complaining about the lack of features and instead of you guys doing your jobs and helping us, you wash your hands of any complaints and tell the customer to send feedback through the app. That's worked WONDERS for being able to email from our own domains considering the first ticket for it was opened more than FOUR YEARS AGO, so yeah, just use the feedback link - maybe someday someone will read it.

 

The word of the year in Australia for 2024 was ensh*ttification: The gradual deterioration of a service or product brought about by a reduction in the quality of service provided, especially of an online platform, and as a consequence of profit-seeking.

 

Several large players are already there and Intuit is right on their heels! Get these issues fixed instead of giving all of us the runaround.

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