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luke-chalkboxstu
March 19, 2021
Solved

Can I create a single invoice for multiple projects if those projects are all for the same customer?

  • March 19, 2021
  • 1 reply
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I have 8 projects for the same customer. They would like them all put on a single invoice. Is this possible?
Best answer by LollyNino_C

Welcome and thank you for posting here on the Community page, @luke-chalkboxstu. 

 

 

The Projects feature in the program is intended for only one customer that has multiple services. Currently, there isn't a way to create one invoice for multiple projects. Right now, you have the option to import your invoice template style. 

If you already turned on the project feature and you want to create your first project, you can perform the steps below. 


 

Here's how: 
 

  1. Go to Projects from the left menu.
  2. Select New Project. 
  3. Give your project a memorable name.
  4. Choose the customer you’re working for from the drop-down menu.
  5. Click Save. 
     

You can go through these helpful articles on how to set up and use the projects feature and how to import custom invoices. 
 

 

You can always get back into this post if you have more questions. I'll keep an eye out for your response. 

1 reply

L
LollyNino_CAnswer
March 19, 2021

Welcome and thank you for posting here on the Community page, @luke-chalkboxstu. 

 

 

The Projects feature in the program is intended for only one customer that has multiple services. Currently, there isn't a way to create one invoice for multiple projects. Right now, you have the option to import your invoice template style. 

If you already turned on the project feature and you want to create your first project, you can perform the steps below. 


 

Here's how: 
 

  1. Go to Projects from the left menu.
  2. Select New Project. 
  3. Give your project a memorable name.
  4. Choose the customer you’re working for from the drop-down menu.
  5. Click Save. 
     

You can go through these helpful articles on how to set up and use the projects feature and how to import custom invoices. 
 

 

You can always get back into this post if you have more questions. I'll keep an eye out for your response. 

C
cmoulton
March 30, 2021

Hello, I have the same question and dont understand the answer which solves it. 

 

"The Projects feature in the program is intended for only one customer that has multiple services. Currently, there isn't a way to create one invoice for multiple projects. Right now, you have the option to import your invoice template style. "

Do you mean that the option to import your template style is the only way to put multiple projects on one invoice? So basically I could create an invoice that would show multiple projects, import it and send it to my customers correct?  But would it be linked to the projects feature in Quickbooks?

Thank you

Sara

LieraMarie_A
LieraMarie_A
March 30, 2021

Anything in QuickBooks can be done with ease, @cmoulton.

 

To create a single invoice for multiple projects for the same customer, all you need to do is select the customer's name on the transaction page. Doing this will show all the billable expenses for that particular customer.

 

  1. Select + New.
  2. Then select Invoice.
  3. From the Customer ▼ dropdown, select the customer's name. 
  4. Review the Invoice date. If you need to, change the due date in the Terms ▼ dropdown.
  5. In the Add to Invoice section, select all the billable expenses by clicking Add. You can also click Add all to select them all at once.
  6. When you're ready, click Save and close.

 

Additionally, I've included here some articles that I'm sure you'll find helpful in tracking project income, expenses, and profitability:

 

Get back to me if you have other concerns or clarifications. I'm here to help you clear up any confusion for you. Keep safe and have a good one!

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