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Level 1

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

 
13 Comments
Level 8

Each invoice is a seperate transaction. What exactly are...

Each invoice is a seperate transaction. What exactly are you trying to do?
Level 1

I bill for equipment rental per week.  It has taken six w...

I bill for equipment rental per week.  It has taken six weeks for this customer to issue a PO to me, I have six invoices that would be nice to consolidate into one attachment via one email, and then continue billing weekly as normal.
Level 8

Even if you save as a pdf you'll have 6 attachments. Will...

Even if you save as a pdf you'll have 6 attachments. Will a statement not work?

Edit: I take that back, set all the nvoices to be printed. Then use file>print forms>invoices, select the 6 invoices in question, use the pdf option from the print window, select your save location. All invoices will save as one pdf file.
Level 1

That will work! Thanks. I don't want to overwhelm them wi...

That will work! Thanks. I don't want to overwhelm them with 6 files. I was either hoping for a master invoice of sorts or something like this. The statement doesn't work because there are other transactions.
Level 1

So... New problem. When I use your method to print I seem...

So... New problem. When I use your method to print I seem to only be able to select older invoices. No invoices for any customer show up for the past 3 months in the "select invoices to print" window. Thoughts?
Level 8

You'll have to go back to each invoice and mark them to p...

You'll have to go back to each invoice and mark them to prinf from the printer icon at the bottom of the invoice window. Now from file>print forms>invoices select the 6 invoice and print to pdf.
Level 15

Statements are meant for this. To eliminate other activi...

Statements are meant for this.

To eliminate other activities, you can select Only Open Transactions. Also, you should be able to select Show Invoice Details.

Statements make a nice cover sheet when there are mutliple invoices. I don't like the option of Only Open Transactions. I show them everything recent and it ends with the Total Balance Due Now. Makes it easier for them to see the total and harder for them to deny the total.
Level 1

Re: Statements are meant for this. To eliminate other activi...

Can a customer  pay for a complete statement with a credit card online?

 

 

QuickBooks Team

Re: Statements are meant for this. To eliminate other activi...

Good day, @ymco.


Thanks for dropping by. I’m here to provide some information about customers paying a complete statement in QuickBooks Desktop (QBDT).


At this time, customers can only pay directly through clicking the payment link on an invoice sent to them. This is available for clients who are receiving credit card payments online.  


When viewing the emailed invoice, they can click the Pay Now button and will be routed to sign in or create a login. Doing so will allow your customer to enter their account information to pay the transaction. 


Once done, the payment is downloaded and the invoice is automatically marked as paid. For more information, check out this article: Create invoices with a payment link


Since paying an outstanding balance through a statement using a credit card is currently not available, I’d recommend sending feedback. I’ll do the same on my end as well.


Here’s how to send product request for Merchant Services:
1.    Log in to your Merchant Services account.
2.    On the upper right-hand corner of the screen, click Feedback.
3.    Fill out the form and hit Send Feedback.

 

 

 

That should get you pointed in the right direction. Please let me know if you need anything else or if you have questions. I’m always here to help. Take care and have a great day!

Highlighted
Level 3

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

I would like some help on this, but instead on the receiving end. One of our vendors will separate one PO into multiple item receipts. They then later send out one combined invoice. I have all these item receipts with different dates and different item receipt numbers, and I need to combine the receipts into one invoice.

 

I have tried deleting all but one item receipt and then adding those items into that one, but then the PO remains open and items are flagged as not received. It would be incorrect and a waste of time separating the invoice to create matching invoices for all of these receipts, because there is just one invoice number to reference. 

QuickBooks Team

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

Hello there, @Ashley65.

 

I'd be delighted to help ensure you're able to send a statement to your customer.

 

You can use a statement if you need to track how much your customers owe to you (or accounts receivable, also called A/R), or if you receive payments in advance. Statement charges one by one, as you perform the services for the customer. In your case, you can use it to send multiple invoices and print a billing statement to shows the previous balance, details of all new charges, payments received, and the new balance.

 

Here's how:

  1. Go to the Customer menu.
  2. Choose Create Statements.
  3. In the Create Statement window, fill in the information that will be displayed on the statement.  statement 1.gif

     

  4. Click Preview to review.
  5. Hit Print, then Close.

That's it! This should get you going in creating and sending consolidated statement of multiple invoices. Have a great day ahead!

Level 3

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

I made no reference to needing a statement to pass on to the customer. Thanks anyway!

QuickBooks Team

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

Hi there, Ashley65.

 

Allow me to participate and share information about creating bills from item receipts.

 

We're unable to combine multiple item receipts into one bill. As a workaround, you can delete them and create a bill out of your purchase order. This step will update the quantity of the items on the PO which were restored after deleting the item receipts. Then, I'd suggest entering the Item Receipt numbers and their dates in the Memo field of the bill for your reference.

 

You can always go back to this thread if you have more questions.

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