Create and send multiple invoices feature in QuickBooks Online Advanced plan

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.

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 Customers

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.

Duplicate Invoice

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.

Delete Invoice

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 botton at the bottom right corner.

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.

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