Group Customers to Batch Invoices

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Overview

QuickBooks helps to create one invoice over the same kind of invoices that includes similar price, billing frequency, service/product item, and similar invoice template for different customers. You can easily one invoice and sent it to multiple customers at one time.

Group Customers To Batch Invoices

Steps To Grouping Customers To Batch Invoices

  • Go to, menu and select the ‘customers’, then click ‘create batch invoices’.
  • They display a message ‘Is your information set-up correctly?’ This message displays with mandatory fields such as customers’ sales tax rates and payment terms.
  • Then click ‘ok’ to dismiss the displayed message.
  • From the ‘batch invoice’ dialog box, click on the ‘Billing Group’ and select the add a new option.
  • Then type ‘Monthly’ in the ‘Group Name’ field, saves it from the ‘ok’ button.
  • From the search results box, which displays all active jobs, select a few jobs of your choice.
  • Now click on the ‘Save Group’ option and return to the dialog box. Modify the list, customers/job list.
  • Then go next.
  • After that select installation of item column.
  • By using the quantity column, type 5 then goes next.
  • Step 3 get displayed, you can remove any customer/job that you don’t want to invoice at a time.
  • After a preview, click ‘create invoice’.
  • Then from a batch summary dialog box, you can print or email the created invoices.

Advantages

  • It helps to choose the line item and rates for the batch invoices.
  • Then you can review the list of invoices to be prepared.
  • QuickBooks helps to create your billing group invoice, edit the name of the group, and also assigning customers and jobs.
  • It tracks over each batched invoice and saves the time of editing data.