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georgeg536-aol-c
Level 1

Is there a way to send batch invoices of the same amount to multiple customers without having to buy Advanced since we don't need all of its features.

I am treasurer for a service club. we have members not customers that we bill quarterly for dues, etc.
2 Comments 2
JorgetteG
QuickBooks Team

Is there a way to send batch invoices of the same amount to multiple customers without having to buy Advanced since we don't need all of its features.

We aim to tailor our product to better meet your business needs, George.

 

With QuickBooks Online Advanced, you have the ability to effortlessly create and send multiple invoices to multiple customers simultaneously. If you're solely interested in sending invoices by batch, you don't necessarily need QuickBooks Online Advanced.  I'll guide you through the process regardless of your QuickBooks Online version.

 

Here are the steps:

 

  1. Head to the Sales menu and select the Invoices tab.
  2. Simply check off all the invoices you want to send by batch.
  3. Click Batch Actions and then select Sendimage (1).png

For a more detailed guide, please check out this article: Email or print multiple sales forms in QuickBooks Online.

 

Furthermore, once your customers have made their payments, you can record these payments to mark your invoices as paid, ensuring accuracy in your account.

 

If you want to customize your invoices and sales forms in QuickBooks Online, you can refer to this article:  Customize invoices, estimates, and sales receipts in QuickBooks Online. It provides detailed information on how to personalize your emails and customize them according to your needs.

 

The Community team is always here to assist you with your sales transactions. Feel free to leave a comment below if you have any other concerns.

4Gal
Level 11

Is there a way to send batch invoices of the same amount to multiple customers without having to buy Advanced since we don't need all of its features.

@georgeg536-aol-c 

You can use an importer tool as a workaround.

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