I know these steps. Not all invoices are shown in that section because customer name is different.
Cleaners 1 Invoce $230
Cleaners 2 Invoice $230
Cleaners 3 Invoice $230
Total payment should be $690
If I do it your way then only one invoice will show up!
I can make 3 different charges no problem. The question is how can I charge his card once? I wish there was a section under receive payment to select other customer invoices!
Our workaround for this issue was to create a single Quickbooks invoice where each line item is an invoice. It's tedious and goes against the QB workflow, but works well for us. Our old "system" was made using excel, so we already had a process in place to generate PDF invoices. We create an import file along with PDF invoices. We create a single invoice in QB and attach multiple PDFs. When we email the single QB invoice, all of the PDFs are sent with it.
We refer to this single QB invoice as a statement to customers. It would look like this:
Line1: Invoice 1: [Description of work] $230
Line2: Invoice 2: [Description of work] $230
Line3: Invoice 3: [Description of work] $230
Total Due: $690
We "name" the single QB invoice the same invoice# from line 1 with the addition of our company abbreviation. If your company is Pacific North West Cleaners, we'd name that invoice PNWC1.
Unfortunately this is not an ideal solution and a company as large as Intuit should easily be able to implement a way to pay multiple invoices at once. This isn't a new request by any means.
