Bo-Orlando
Level 3

Multiple Invoices upload

I am uploading multiple invoices via the template provided, in to the create invoices section. I want to be able to send the multiple invoices AND have the email send, include the attached file I have attached with the invoice. In the single create invoicing, you can check the box to "include" the attachment with the email send. How can i do this in the multiple invoice template processing?? thanks 

RogelioL
QuickBooks Team

Other questions

I understand how beneficial this feature is for you, @Bo-Orlando.

 

However, sending multiple invoices is only available in QuickBooks Online Advance. If you're using this plan, we can perform the steps below to send numerous invoices:

 

  1. In the top left corner, click + New and then select  Batch transactions.
  2. Click the Select transaction type ▼ dropdown, then choose Invoices.
  3. Select any of the fields on line 1 to start your first invoice.
  4. Enter info into the fields. These are the same fields you see on a regular form, then attach the file and email.
  5. Select the in the Product/Service field to add multiple products and services to that invoice or select More options, then New line item.  
  6. To delete an invoice, select More options, then Delete invoice.
  7. Enter as many invoices as you need in separate lines.
  8. Select Save.

Moreover, you can also send the same invoice to multiple customers.

 

Additionally, this article can help you learn how to personalize and add specific info to your invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please don't hesitate to let me know if you need more help with your invoice or any QuickBooks-related queries. Keep safe.