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 price, billing frequency, service/product item, and similar invoice template for different customers. Group Customers to Batch Invoices You can easily one invoice and sent it to multiple customers at a one time.

Group Customers to Batch Invoices

Steps To Grouping Customers To Batch Invoices

  • Go to, menu and select the ‘customers’, then click to ‘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 ‘batch invoice’ dialog box, Click on the ‘Billing Group’ and select add new option.
  • Then type ‘Monthly’ in ‘Group Name’ field, saves it from ‘ok’ button.
  • From search results box, which displays all active jobs, select a few jobs of your choice.
  • Now click on ‘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 quantity column, type 5 then goes next.
  • The 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 Service Phone contact .

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.

Source: 99accounting

 

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