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April 30, 2023
Question

batch invoicing and customer billing profiles

  • April 30, 2023
  • 1 reply
  • 0 views

Is there a way in QB to do the following using any of the editions of QB (online or desktop)?

I want to be able to create and save unique billing profiles for my customers and then batch generate invoices for all my customers at the beginning of every month and email them all out without having to recreate the unique billing profile each month.

 

Here is more detail.  I have over 1000 subscription based customers, they all have different billing profiles that repeat each month.  I want to batch generate the invoices and email them out at the beginning of each month.  I want to go through and create the recurring billing profile for each customer.  At any point in time the customer could add or reduce their services, if they do then the billing profile is adjusted in QB and then the next invoice run would reflect the change in services.

 

Prorating the service for the cancellation date would be nice but not necessary.

 

I have done a lot of looking around in QB support forums but can only find instructions for creating batch invoices for multiple customers that are all the same, in terms of what is being charged to the customer on the invoice.

1 reply

May 1, 2023

Hey there ikimbley,

 

Welcome to the QuickBooks Community! Thanks for reaching out to us here. QuickBooks is a great tool able to help keep your books balanced. I would be happy to provide some information.

 

This currently isn't an option in QuickBooks at this time. I can see how having this feature would be beneficial for you. I recommend reaching feedback by heading to the Gear icon and selecting the Feedback option. These comments are viewed and considered by our developers as they create new features and updates for QuickBooks.

 

If you have any other questions, feel free to reach back out to us.