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CTS_gc
Level 1

How do I consolidate multiple invoices into one invoice to send to a customer?

I'm not 100% sure this works or is very clean, certainly not than a more technical product solution, BUT you could create a new invoice that uses line items for each invoice total and connects to a liability account similar to a retainer... but a backwards retainer paid after. In any case, the customer sees one invoice, pays one invoice, that covers all of the outstanding invoices. Now you have this "retainer" balance. Then go to all the outstanding invoices covered and add a line that zeros the balance out with a negative balance retainer line item. So each invoice still shows all the detail but is zero because a retainer was applied. Just an idea.

office288
Level 1

How do I consolidate multiple invoices into one invoice to send to a customer?

Could someone please help!

 

I need to merge multiple invoices into one. As our client requires it all to be in one invoice. 

the invoice is currently already over due.

 

thanks 

office288
Level 1

How do I consolidate multiple invoices into one invoice to send to a customer?

Could someone please help!

 

I need to merge multiple invoices into one. As our client requires it all to be in one invoice. 

the invoice is currently already over due.

 

thanks 

SirielJeaB
QuickBooks Team

How do I consolidate multiple invoices into one invoice to send to a customer?

I'm glad you shared your concern in the Community thread, @office288. It's my pleasure to give you information about merging multiple invoices into one.

 

It would be nice if you could merge your invoices conveniently. However, it isn't supported in QuickBooks Desktop (QBDT). You may want to create a statement detailing your open invoices to a specific customer so that you can track them together in QBDT. I'll show you how:

 

  1. Go to the Customer menu, then select Create Statements.


     
  2. Choose a specific period.
  3. Select the customer in question.
  4. Click the Show invoice item details on statements checkbox.

 

Check out this article for more detailed steps: Create a billing statement.

 

You can also visit this article to learn about receiving payments for an invoice in QuickBooks Desktop: Record an invoice payment.

 

office288, we are pleased to have you in the Community. Drop by again if you need further assistance tracking your invoices or any QuickBooks-related concerns. Have a prosperous year!

alcohol123
Level 3

How do I consolidate multiple invoices into one invoice to send to a customer?

I use ARCollect it's an App that you can find for QB online.  It's slow but it has been working great helping me with collections.  

 

It merges all open invoices for a customer into one email with the ability to pay them all at once.

 

It also includes the PDFs.

 

QB should really offer this, but for now ARCollect has been a blessing for this.

 

 

salesAPS
Level 3

How do I consolidate multiple invoices into one invoice to send to a customer?

I have been reading this thread, all the way to the bottom. This function IS AVALIABLE for QBDT for MAC, but not for Windows. I am not sure why Quickbooks will not enable for Windows.

 

Please see attached screen shot of Quickbooks for Mac allow full statement payments online.Screen Shot 2023-08-08 at 10.19.44 AM.png

 

This function should be added to Quickbooks for Windows to allow full statement payments online.

 

We provide multiple services to customers. They get several invoices each month. It is inefficient for them to have to click on all the invoices one at a time to pay them.

 

Please remedy this oversight for full statement payments on Quickbooks Desktop for Windows (that is currently active on Quickbooks Desktop for Mac)

Adrian_A
Moderator

How do I consolidate multiple invoices into one invoice to send to a customer?

Hello there, salesAPS.

 

I'm here to share more information about paying multiple invoices at once, and ensure your customers can pay their transactions online.

 

Being able to pay several invoices one time through online saves a lot of time. While this option is unavailable in QuickBooks Desktop for Windows, I suggest sending Feedback to our developers. You can do so by clicking the Help menu and then selecting Send Feedback Online. Then, select Product Suggestion.

 

As a workaround, you'll have to pay the invoices manually. I'll guide you through the steps below.

 

Here's how:

 

  1. From the Customers menu, select Receive Payments.
  2. Fill in the necessary details.
  3. Tick the invoices you want to pay.
  4. Click Save & Close.

 

I've also added this article as your guide in sending online invoices: Learn how to turn on payments so your customers can pay you directly from the invoices you send them.

 

You can always post in the forum whenever you have concerns about processing transactions.

Caseworx-01
Level 1

How do I consolidate multiple invoices into one invoice to send to a customer?

The process you listed is correct.  But I'm running into an issue with all our invoices showing up  in the selection box. Is there a way to sort them by customer? Clicking on the CUSTOMER column doesn't work for sorting. 

 

Thanks!

ReymondO
QuickBooks Team

How do I consolidate multiple invoices into one invoice to send to a customer?

Good day, @Caseworx-01.

 

Can you please tell me which steps are you trying to follow in this thread? It would also be great if you could share with us a screenshot of the window where you want to sort your customer list. This way, we can provide you with the appropriate troubleshooting steps to address your concerns in QuickBooks.

 

Any additional info would be much appreciated. Please add your details to this thread and I'll be more than happy to help. Have a good one. 

Caseworx-01
Level 1

How do I consolidate multiple invoices into one invoice to send to a customer?

Thank you for reaching out.  Here are the steps I'm following - File, Print Forms, Invoices. Then the Select Invoices to Print screen pops up. This is the window I'd like to sort by Customer Name if possible. I'd also like to know how to keep old invoices from appearing here. 

 

 

 

salesAPS
Level 3

How do I consolidate multiple invoices into one invoice to send to a customer?

When will this full payment link option be avalaible?

 

alcohol123
Level 3

How do I consolidate multiple invoices into one invoice to send to a customer?

Get the ARCollect plugin, that's what I use, if you can spend $40/mo or so it works well for consolidating invoices.

 

QueenC
Moderator

How do I consolidate multiple invoices into one invoice to send to a customer?

Thank you for taking the time to respond and provide additional details about your situation, @Caseworx-01. Your screenshot has been helpful in understanding your perspective and allows me to provide you with accurate information.

 

I can see how you would want to have the option to sort the Print invoice page by Customer Name and remove the old invoices, however, it isn't available in QuickBooks Desktop. I completely understand the usefulness of such an option and I think it's a good idea to have this option implemented. No worries, I'll take note of this and forward it to our dedicated Product Engineers for their consideration.

 

Alternatively, you can also send your own feedback so they'll know that this is something you'd personally need. Here's how:

 

  1. Go to the Help menu and select Send Feedback Online.
  2. Click Product Suggestion.
  3. Choose a feedback type and product area on the QuickBooks Feedback window.
  4. Enter your suggestion or feedback, name, and email address (optional).
  5. Select the Send Feedback Online.

 

Additionally, did you know that we can create custom templates for forms and control how they look and what information to include in QuickBooks Desktop? You heard it right. For more information about this, check out this article: Use and customize form templates in QuickBooks Desktop.

 

We take inputs seriously as they help us improve our products and services to better meet your needs.

 

We highly value your satisfaction and are dedicated to offering you the assistance you require. If you have any additional inquiries or need further assistance printing your invoices in QuickBooks Desktop, please feel free to reach out. We appreciate your patience and understanding, and we are grateful for your business. 

josephhawthorne
Level 1

How do I consolidate multiple invoices into one invoice to send to a customer?

Statements are meant for this but QB desktop does not allow statements to be emailed with an embedded payment link. I am not converting to QBO. 

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