Learn in a very simple way that how you can create and send the same invoice for multiple customers. This feature is only applicable to the QuickBooks Online Essentials and Plus subscription members.
The best part you will like about this feature is you do not need to create the same invoice every time for multiple customers. You will just have to set up an unscheduled recurring invoice in order to make an alteration in the template and send it to your multiple customers whenever required. Did not get that? Well we are here to make you understand how this work:
How to create an invoice template
You can utilize an unscheduled recurring invoice in case you charge multiples customers for the same products or services on different dates. Look at the steps on how to create such a template:
- First of all open the Settings option, then go to the Recurring Transactions.
- Click on the New option.
- Now go to the dropdown menu of Transaction Type, click on Invoice. After that hit on the OK button.
- Fill out the name of the template.
- From the dropdown menu of Type, choose the Unscheduled option.
- Go to the dropdown menu of Customer and hit on the +Add new option.
- Enter there “Sample customer,” and then hit on the Save.
- Fill out all necessary information of invoice, then hit on the Save template option.
How to edit the invoice template
Once you created the template your half of the work is completed. Now, whenever you will have to bill your different customers, just make some alterations to the customer info from the template and it is ready to send.
- First of all open the Settings option, then go to the Recurring Transactions.
- Search for the invoice template.
- From the Action column, click on the dropdown menu or small arrow icon and hit on the Use option.
- Go to the dropdown menu of Customer and choose your customer.
- Click to Save. In case you need to email this invoice, click on the Save and send option.
Conclusion!!!
QuickBooks Online provides you a feature that allows you to create multiple invoices and send them at the same time. However, do you know that this feature has been upgraded? Yes, you heard right, from now you can create the same invoice and send them to multiple customers. You are even allowed to access multiple invoices at the same time and within a single window by adding the different new line products. When you completed your work, you are able to share all of your invoices with multiple customers in just one single click.
In this way, QuickBooks gives you full support to save your time by allowing you to send the same invoice to multiple customers at once. So if you have only one invoice and you have to send it to your multiple customers, you will not require to create multiple invoices for each customer. Instead, you will just have to create a single invoice and send it to all just by making some alterations in the template. For more help contact us at +1-877-898-0542.