How to Group Customers to Batch Invoices in QuickBooks?

Group Customers to Batch Invoices Services

QuickBooks helps to create one invoice over the same kind of invoices that includes similar prices, billing frequency, service/product items, and similar invoice templates for different customers. Group Customers to Batch Invoices You can easily one invoice and sent it to multiple customers at one time.

customer support

Get Expert’s Advice to Fix Your All Accounting & Bookkeeping Problems

Steps To Grouping Customers To Batch Invoices

  • Go to, the menu and select the ‘customers’, then click to ‘create batch invoices.
  • They display a message ‘Is your information set up correctly?’ This message displays 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 add a new option.
  • Then type ‘Monthly’ in the ‘Group Name’ field, saving 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 gets 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 Service

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 assign customers and jobs.
  • It tracks each batched invoice and saves the time of editing data.
customer support

Get Expert’s Advice to Fix Your All Accounting & Bookkeeping Problems

Source: 99accounting

    Report your Issue

    QuickBooks Version:
    Edition Year:
    No of User: Licence
    Operating System:
    HELP Needed:
    Report an Issue
    Phone

    +1516-559-4935