QuickBooks Batch Invoicing

By the very beginning, one of Intuit's aims with QuickBooks is to provide software tools which would assist modest businesses save time.

However, it's possible to do a little learning on your own, too, by exploring attributes which you knew existed but had not utilized. Batch invoicing is one of them. It's a simple concept: You are able to make one invoice and shipped it to multiple customers, personalized for every one of these.

Warning: When you use the batch invoice attribute, you can not utilize multiple price levels or function in multiple currencies. Neither can you assess a customer's credit limit. You'll see this on the left side of this window which opens:

You're able to decide on the customers that should produce the batch invoice in this window.

You've got two options for selecting invoice recipients. It's possible to pick them manually by highlighting them in the list and clicking Insert.

Or you may make a billing group. To do this, click on the drop-down arrow under Billing Group and choose . Enter a title and then click Save.

Let us say you own a custom field setup in customer documents which indicates whether or not every customer is a "Dave's Discount Member" (a "bar" you have set up which gives members a 5 percent discount on all goods if they pay an yearly fee each June 30). In the Look for field under Search, you would kind "Yes," since that is what appears in the listing of each member customer.

Click on the drop-down arrow next to All Fields and choose Custom fields. Click Select All and then Insert, along with also your customer list will proceed into the right pane, under Customers In This Group.

As soon as you've established a billing group, click Save Group.

Whether you have just chosen a bunch of customers or produced a billing group, click Next. In the window which opens, you are going to enter a line item to your club membership, then click Next to find a comprehensive list of your customers and their fees. Click Generate Invoices. The Batch Invoice Summary window lets you know just how many will be printed and emailed, and also just how many are unmarked (for after delivery).

After you click on the Print or Email button, the Select Forms To Send window opens. Scroll down if you need to and find the names of your group. Make certain that there's a check mark in front of just those customers, and click Edit Email, changing up your message if needed.

For queries related to QuickBooks visit quickbooks support.

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