I suggest you ...

Batch invoicing

Batch invoicing! PLEASE! Allowing the set up of one invoice that is then applicable to multiple customers. You have batch statements please add batch invoicing! Anyone with membership fees needs this!

648 votes
Vote
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    I agree to the terms of service
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    deb weltman shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    119 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      Submitting...
      • Anonymous commented  ·   ·  Flag as inappropriate

        This was from 2014 and they still haven't created this functionality?!?! How ridiculous! I switched to online thinking it was a superior product. I was greatly mistaken!

      • Kristen commented  ·   ·  Flag as inappropriate

        Add batch options for recurring transactions, voiding, deleting, etc. invoices! PLEASE.

      • Heather commented  ·   ·  Flag as inappropriate

        To be able to send the same invoice to multiple customers at the same time for the same services.

      • Anonymous commented  ·   ·  Flag as inappropriate

        It would be good if you could batch invoice every client you have on the list. We are a fraternity and nearly all members are charged the same amount every year. This seems silly that I have to go through all members one-by-one and do an invoice EVERY year. This needs to be a default action. I might as well go back to MS word and MS excel if this is going to be the option.

      • Tom Donlan commented  ·   ·  Flag as inappropriate

        REQUEST FOR INFORMATION RE BATCH INVOICING FEATURE DEVELOPMENT:

        I have a company that offers software as a service to swim and tennis clubs and other entities. These entities can have up to 300+ members. They are looking for a solution to their annual invoicing of members that automatically sends email invoices and tracks collections as well as integrates into their accounting.

        While Quickbooks is a strong product it does not allow for batch invoicing for annual dues. The initial setup is a time consuming process and a major impediment to my recommending Quickbooks to my customers.

        I see that there is already a batch feature in the customer section for generating emails and reports.

        My question is whether or not there is a batch invoicing feature in development where a club can generate an annual dues invoice to all members (without individually setting up each customer). If there is such a feature, when is it planned to become available.

        I would like to note that this is a very common issue for a whole range of your customers - homeowners associations (ours has 650 members), and any other organization with annual fees.

      • Helen commented  ·   ·  Flag as inappropriate

        Batch invoicing! PLEASE! Allowing the set up of one invoice that is then applicable to multiple customers. You have batch statements please add batch invoicing! Anyone with tuition fees needs this!

      • Sam Hughes commented  ·   ·  Flag as inappropriate

        Hi, I have just found that this is not a feature on the system. Couldnt believe it. QB can we please please have an update on this?

      • Ralph Howarth commented  ·   ·  Flag as inappropriate

        Batch invoicing needs to be implemented with a companion enhancement of variable merge field coding support in the statement memo line. This supports having a template or recurring transaction that can be reused and applied on multiple customers but have an automated while intelligent memo line. Templates also need to be direct debit aware so that customer messages within the invoices can be just as intelligent so auto payment customers are not doubting or forgetting they already have a payment scheduled.

      • Frances Andrews commented  ·   ·  Flag as inappropriate

        We just switched to QBO and I was very disappointed not to find I could do batch invoices. I probably still would have switched; however, that is a big negative in terms of my time. We have a homeowners association with 200+ members who must be invoiced monthly. Thanks for considering this soon!! I see this it has been on the to do list for a long time...

      • Beth Puckett commented  ·   ·  Flag as inappropriate

        Please add this option!!! I have 350 member society that I need to invoice an assessment to and it was so easy on the desktop version. Why is it not available in the online version? It would be so helpful.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Every year I have 200+ students I have to send identical invoices to. Painful to indiviudall copy & create

      • Anonymous commented  ·   ·  Flag as inappropriate

        Here we are a year and a half later and still no batch invoicing. Please, please, please work this out. I used batch invoicing on the old Quick Books system and then had to go online. Please add it on the new program - PLEASE!!!

      ← Previous 1 3 4 5 6

      QuickBooks Online Feature Requests: Billing

      Feedback and Knowledge Base