Many people out there charge their customers for the same services at the same price at the same time. For example, I have a client that services the ice cream machines at a popular restaurant chain. He does this service for about 20 of the stores here on long island. Every week, after he performs the maintenance service, he needs to create an invoice for a set amount for each client. Normally, most people assume that you have to create an individual invoice for each one of these customers which could take a decent amount of time.
With Batch Invoicing in QuickBooks Enterprise, the client can now choose a list of customers, enter in the service item and fee only once and have QB automatically create all the invoices for him. Here’s how it’s done.
First, go to the Customers dropdown and choose “Create Batch Invoices.” Choose each customer you want to create the invoice for and choose “Add”. Either that or create a new Billing Group at the top right and add the customers that way so you don’t have to add each one individually every time. Once you have chosen your customers, click “Next”.
On this next screen, Enter in the Date, Items, Quantities, Price, Etc that you want to charge. Just like creating a regular invoice. Once you have all the information in there, click Next.
On the next screen, QB will give you a summary of the invoices that it’s creating along with the tax information that it has calculated. (Please note that it gets this tax information from the customer listing in the customer center, so make sure that information is accurate before creating these batch invoices). Once you know everything is correct, click “Create Invoices”. QB will then create the invoices and either but them into the Print or Email Queue or leave them as unprinted in the invoice listing. Again this is determined from the “Preferred Send method” in the customer record.