Creating Batch Invoices in Intuit QuickBooks

Dec. 14, 2012 - PRLog -- There is a very easy way in QuickBooks to invoice all of your customers at one time, instead of trying to manually create an invoice for each individual customers.  In this post we will discuss how to batch invoice, as well as save this group for a future invoice and even memorize the transaction to be carried out automatically.

First select customers from the drop down options in your menu selections.  Select the option “Create Batch Invoices” which will bring up the next window.  From here you will select the different customers that you would like to add to this billing that you are running.  Once they are hi-lighted select to add the customers to the group.  To save this group to use again in the future, hit Add New under billing group and select “Save Group”.

The next step would be to hit the next button, where you will need to select the quantity and the items that will be listed on the invoices.  These selections are what will be pulled in as line items on the invoice, and is pulled from the item list that you have set up.  If you would like an item that is not listed on this menu, you can choose “Add New” and set up a new item that will pull in as a line item onto the invoice.  Check your invoice date, and then select the next button.  From here you will review the list of invoices that are about the be created.  If you would like to eliminate someone from the list of invoices to be created, you can uncheck their record here to keep them from being invoiced.  Lastly you will select “Create Invoices”.

The last way to help with the invoicing process would be to memorize these transactions if it is a common occurance.  The easiest and most effecient way to do this is to find this group of invoices first.  To find these invoices locate one of the customers in the customer center and double click on the invoice listed under their name.  You can choose the “previous or next” key to toggle through these invoices and as you do, select the create drop down, and choose memorize invoice.