Place the cursor on the Product/Service field, then select the (+) icon. Or you can also select the Menu button (three vertical dots) and then select New line item.
To create a new invoice now: Jump to Invoices
Learn how to create and send multiple invoices. This feature is only available in QuickBooks Online Advanced.
QuickBooks Online Advanced lets you create and send multiple invoices at the same time. Save time by sending the same invoice to multiple customers. You can also work on multiple invoices at once in a single window. Then, send all your invoices with one click.
Create multiple invoices at once
Follow these steps to create and work on multiple invoices at once:
- Select + New, then select Batch transactions.
- In the Select transaction type ▼ dropdown, select Invoices. Note: Currently only Invoices option is available.
- In the Action ▼, select Create in order to create a new blank invoice. Each invoice you add gets its own numbered row.
- Select any of the fields on line 1 to start and enter info into the fields.
- Select the next line for another invoice. Fill out the fields and enter as many invoices as you need as separate lines.
- When you're done, select Save.
Tip: Need to delete an invoice from your batch? Select any field on an invoice line. Then select the Menu button (three vertical dots) and Delete invoice.
Add or remove columns
To add or remove data fields or columns, select the small Gear ⚙ icon. Then select the checkboxes for what you want to add.
Sales Tax
When entering sales tax details, the Inclusive/Exclusive option must be selected at the transaction level before selecting the tax rate to use at the line-item level. Once the tax rate is selected, you will not be able to change the Inclusive/Exclusive setting for that transaction.
If sales tax columns are not visible on the Batch Transactions page, check that they are selected to be viewed in the gear icon as noted above, and ensure that sales tax has been activated in your company.
Need more data fields?
With the multiple invoices feature, you can add all kinds of fields. However, multicurrency, price-rules and tags are not available yet.
Add payment options to invoices
After you sign up for QuickBooks Payments, QuickBooks adds payment options to invoices.
Each time you create a new invoice, go to the Online payments section. Select the checkbox for the payment options you want to make available to customers.
Send the same invoice to multiple customers
Want to send the same invoice to multiple customers?
- Select + New, then select Batch transactions.
- Create the invoice you want to duplicate.
- Select any field on the invoice you want to send to multiple customers. Then select the Menu button (three vertical dots).
- Select Duplicate invoice for multiple customers.
- In the window, select the customers you want to send the invoice to.
- Select Next. Invoices for each customer appear as rows in the Batch Transactions window. You can edit them individually if you need to.
- When you’re finished, select Save or Save and send.
Note: Duplicating an invoice copies everything, including line items. However, if you’ve already set up any customer-specific terms or tax preferences, QuickBooks applies them to the invoice for that customer.
