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userinfo110
April 24, 2021
Question

Is there a way to take two invoices and merge them into a single invoice before sending them to a client?

  • April 24, 2021
  • 2 replies
  • 0 views
Original commenter did not share additional details

    2 replies

    JenoP
    JenoP
    April 24, 2021

    Hi there, userinfo110.

     

    I'll help with your question about managing invoices. 

     

    We're unable to merge invoices or any other types of transactions in QuickBooks Online. You can edit the first invoice and add the details from the second one. Then, delete the second invoice so it will not become a duplicate.

     

    Here's how:

     

    1. Go to the Sales menu and proceed to the Invoices tab.
    2. Look for the invoice and click on it.
    3. Select Edit invoice in the lower-right hand corner.
    4. Add the products or service items from the second invoice.
    5. Click Save and send.

     

    Then, follow the steps in this article on how to delete a transaction: Void or Delete Transactions in QuickBooks Online.

     

    You'll also want to take a look at this article in case you want to add customization to your sales form: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.

     

    The Community is always here if you need anything else. I'd be glad to help you again. 

    JenoP
    JenoP
    April 27, 2021

    Hi userinfo110,

     

    Hope you’re doing great. I wanted to see how everything is going about editing and sending a single single. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

     

    Looking forward to your reply. Have a pleasant day ahead!

    B
    Brnstrmr
    May 26, 2022

    The response was less than adequate, when will the proper capability be available? Thanks!

      B
      billyinvoice
      January 12, 2023

      Thinking of building an app that merges invoices into one.  If you have a project with many resources using T Sheets (QuickBooks Time) there is no workflow that allows sending one invoice.  If you have 10 resources on the project then you have to send 10 invoices to the client.  10!

      F
      FateCandylaneT
      January 12, 2023

      Thanks for dropping by in the Community Space, Sarah-Zee and Billyinvoice.

       

      I can see how convenient it is to merge invoices or any other types of transactions in QuickBooks Online (QBO). Please know that due to high volumes of feature requests. Our product engineers might still not have reviewed your feedback. 

       

      Thus, I recommend sending your feedback or suggestions again to our product engineers. This way, they can further review your request and might consider adding it to our future product updates. 

       

      Here's how:

       

      1. Click the Gear icon in the upper-right corner.
      2. Under Profile, select Feedback.
      3. Share your suggestion and click Next.

       

      To check the status of your request, refer to this link: QuickBooks Online Customer Feedback.

       

      I've added this helpful reference to help you personalize and add specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

      This way, it contains essential tools to create some customization in your sales forms.

       

      If you require additional assistance with any QuickBooks-related concerns, feel free to add them below. We'll be around to help. Take care!

      D
      Dan-365
      September 26, 2023

      At this time the feedback function doesn't work.

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