QuickBooks Online Advanced lets you create and send multiple invoices at the same time. You can create and send the same invoice to multiple customers. You can also work on multiple invoices at once in a single window adding the various new line items for products and services. Once it’s done, you can send all your invoices with one click.
To Create Multiple Invoices:
From the Create (+) button, select Multiple Invoices.
It will open the Multiple Invoices screen starting with row #1. Select Customer first and enter other sales fields as you would normally do when creating an invoice.
Select the Add (+) button on the left to create a new blank invoice. Each invoice you add will be its own numbered row.
Duplicate Invoice for multiple C
From the Menu button (three vertical dots), select Duplicate invoice for multiple customers. For example, you provided the same service to multiple customers and you need to send say $1,000 invoice to all those customers. It will open “Find a customer” screen. Select customer one at a time from the Customers list.
From the Menu button (three vertical dots), select Duplicate invoice. It will just duplicate the same invoice you have created from that row. You can change Customer after that if that’s what you want to do.
New Line Item
From the Menu button (three vertical dots), select New line item. This will add more line items below an invoice. Select, product/service code. And enter other sales fields.
“+” means adding more line item. “-” means deleting that line item.
If you need to delete an invoice, go to the Menu button (three vertical dots) for that invoice row #. Then select Delete invoice.
Add SKU field on Multiple invoices form
Click the Gear icon at the upper right corner on the open form and select SKU box to add SKU column on the Invoice.
Finish and send your invoices
When you’re finished adding and editing invoices, select Save invoices blue
Complete invoices disappear from the window and are on their way to your customers. Invoices that need more info, stay in the window and show you where you need to enter more info.
If this article is helpful
Open an existing invoice. Look for an arrow pointing left at the top right corner (right to BALANCE DUE). Click that arrow You will find the Billable Expense sitting there and click Add. You will notice line item from the existing invoice and added a billable expense line item. Delete line item from an existing invoice. Now, you have linked billable expenses to an invoice and the total invoice amount remain the same.
- A customer never paid the Invoice for $1,000. Wrote-off as bad debt expense account.
- Later paid $1,000.
You will first need to check to the original entry to see how the debt was written off to the bad debts expense account. For example, wrote a journal to wrote off a debt of $1,000 by debiting the bad debts expense account and crediting account receivable account.
To make this simple, you will need to reverse what you did. This will typically be a two-step process in order to record the recovery of bad debt payment.
- Reverse the original entry (Journal Entry) by crediting the bad debts expense account and debiting accounts receivable account with $1,000.
- Record the customer’s receipt by debiting the bank account and crediting accounts receivable account. In this example, debit the bank account and credit accounts receivable account with $1,000.
You can use “Routines for QuickBooks” at the QB Labs. This will allow you to customize the Payment Receipt Email template. And also automatically notify your customers when you receive their payment. With this feature, there is no need to use manual “Save and send” to notify payment receipt to your customers.
To turn on Routines for QuickBooks at the QB Labs:
Gear > Your Company > QuickBooks Labs.
To set up Manage Routines to Notify your customers when you receive their payment.:
Gear > Tools > Manage Routines > Select Notify your customers when you receive their payment > Click Try It Out
Merge fields auto-populate the text with data that you’ve selected when you enter (# hashtag ) in the text field.
To turn the shipping fields on – Gear at the top right corner | Your Company | Account Settings | Sales | Sales Form Content | Shipping | On | Save
Adds shipping fields (date, tracking number, destination, subtotal) to sales forms (Invoice, Sales Receipt).
Related setting: Advanced | Chart of accounts | Shipping account
If you like the “Ship Via” field to have a drop down box to select, it’s not available yet (2/19). This’s still a text field. You will need to manually enter it every time you create Sales Invoices and Sales Receipts.