Send multiple invoices on Quick Books
Posted on 2014-01-31
I have at the moment Quick Books 2008 that work fine for what I need except I would like to be able to send invoices from QB.
Saying that it's a little more complicate than just creating one invoice and sending to multiple customers.
I'm testing QB at the moment and I find out how to send one invoice to multiple customers but that's not what I want.
I have an external program that use help desk and billing at the same time.
I can open a service ticket and add time then when I close the ticket it create an invoice base on the time spend and the hourly rate. Same programs has also recurring services. Each customers pay a recurring fee for specific services. At the end of the month the program create the invoices for each customer. Then I have a QB web connector that transfer the invoices to QB. After the transfer is done I can see all the invoices on QB.
The invoices on the program I have can be send in bulk by email to all customers but I do not like the way they look. It's html based and customers complain about the info and layout of those invoices. The QB invoices look much better and I would prefer to send those to the customers if possible but I need to be able to select all customers that I want to send the invoices and click send invoices. I want them to receive their own individual invoices not the same invoice for everybody.
Is this possible?