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ksdancestudio-ou
Level 1

Is it possible to combine multiple invoices into one?

 
7 Comments 7
Just_me
Level 11

Is it possible to combine multiple invoices into one?

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MichelleBh
Moderator

Is it possible to combine multiple invoices into one?

Glad you've joined us here today,@ksdancestudio-ou.

 

I'd like to give some information about combining two or more invoices in QuickBooks Online (QBO)

 

If you're using the QBO Advanced version, you can indeed combine many invoices into a single one. Let me guide you on how to achieve this in your account: 

 

  1. Go to the + New menu and select Batch transactions.
  2. In the Select transaction type ▼ dropdown, pick Invoice.
  3. In the Action field, choose Create
  4. Enter as many invoices as you need in separate lines.
  5. Click Save when done.

 

For visual reference, check out this link: Create and send multiple invoices in QuickBooks Online Advanced.

 

Currently, we're unable to combine multiple invoices into one if you are using QBO Simple Start, Essentials, or Plus. While the feature is not yet available, the best way to handle this is to manually copy and paste the old invoice into the new one.

 

I can see how important this is to you and your business. QuickBooks works hard to ensure that the product meets the needs of your business. I'd appreciate it if you took a moment to share this suggestion with our product engineers. They can review your suggestions and consider adding them to future releases.

 

Here's how: 

 

  1. Go to the Gear icon on the upper right side. 
  2. Select Feedback
  3. Type your comments in the box and click Next

 

In addition, QuickBooks also has a website for users to vote on new feature suggestions and feedback. To access the page, visit this link: Customer Feedback for QuickBooks.

 

Did you know that your clients can pay their bills online? This is very useful for saving time and is very convenient. Click this link for more details: How to let customers pay their invoices online. Once received, don't forget to deposit the funds and reconcile your bank. 

 

Furthermore, see the following articles for information on how to send customer statements, transaction reminders, and other related matters:

 

 

Do you have any other concerns about QuickBooks' features or your customer transactions? Please let me know, and I'll include some additional information and details below. Keep safe. 

SamaraSvarc
Level 1

Is it possible to combine multiple invoices into one?

Can this be done on Quickbooks desktop pro?

slouvs
Level 1

Is it possible to combine multiple invoices into one?

this does not work, actually.

I don't think the question is understood by Quickbooks. Under one client you have multiple invoices, but instead of manually deleting and copying the details form each invoice onto one, can you simply click each invoice and request Quickbooks to "combine onto one invoice"? This is not batching. It's simply combining invoices in one and being able to download one document instead of multiple.

MaryLandT
Moderator

Is it possible to combine multiple invoices into one?

Combining multiple invoices into one isn't possible, slouvs.

 

You'll have to manually copy the details and add them to one invoice. Then, delete other invoices. No worries. If the customer sends you a single deposit, you can match it to multiple invoices.

 

You can use the Find match option to link these transactions. I'm glad to provide the steps to complete this process.

 

  1. Go to Banking and click the payment or Deposit.
  2. Click the Find math option.
  3. Filter the Dates to show all the outstanding transactions.
  4. Mark all invoices and hit Save.

 

I'm giving you these articles to learn more about handling bank transactions in QuickBooks.

 

 

Post again here if you need more help with managing your invoices. I'll gladly help you resolve them. Stay safe and have a great weekend ahead!

Microgreens SF
Level 2

Is it possible to combine multiple invoices into one?

I second this feature. Bit, I don’t think it’s possible yet. I hope QBO adds this. 

Ethel_A
QuickBooks Team

Is it possible to combine multiple invoices into one?

I am aware of the advantages for businesses like yours to be able to combine multiple invoices into one, @Microgreens SF

 

I want QuickBooks Online (QBO) to have this feature as much as you do. But at this time, it's not possible to combine multiple invoices into one in QuickBooks Online (QBO). However, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Gear icon and select Feedback.
  3. Type in your suggestion and click Next.

 

As a workaround, you can also send a customer statement. It will send a list of open invoices. Refer to this article for the detailed steps: Create and send customer statements in QuickBooks Online.

 

You can also read this article to help you keep track of invoice payments in QBO: Record invoice payments in QuickBooks Online.

 

Let me know if you require further assistance with managing invoices. I'm here to help anytime. Have a good one.

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