QuickBooks for Mac 2014 User’s Guide 92
Invoicing groups of customers
Say you've got a pool cleaning business. Fifteen of your customers have pools that are about the same size, and
you provide the same cleaning and maintenance services for these customers each month. Using batch invoicing,
you can add all these customers to a group, fill out the invoice form only once, and then send it to all the
customers in the group.
Creating a group for batch invoicing
QuickBooks lets you create groups of customers that you can then invoice in batches.
Tip: Create groups of customers you invoice for the same things. Say you run a landscaping company, and you
have two dozen customers you mow the lawn for every week. To make billing these customers faster and easier,
you'd create a group, named Weekly Mow, and add all your weekly lawn-mowing customers to that group.
To create a new group:
1 Choose Customer > Customer Center to open the Customer Center.
2 Click the + at the bottom left corner of the Customer Center.
3 Choose New Group.
OR
Click the New Group button in the Invoices window.
4 Give your group a Group Name.
5 Choose a customer (or a job) from the Customer:Jobs list.
6 Click Add>>. The customer (or job) shows up in the Group Members list.
7 Keep adding customers (and jobs) until you've got all the customers you want in this group. Tip: Press
Command + A to choose all the customers and jobs at once. Use Shift + click and Command + click to
choose more than one customer at once.
8 Click OK to save the group and close the New Group window.
9 You can add notes to your group--info about who's in this group, what kind of work you do for this
group, and any other detailed info you'd like to keep about this group. To add notes to your group:
10 Click the Notes tab up at the top of the New Group window.
11 Click your cursor into the big field. Add away!
Sales: Batch invoicing
With batch invoicing, you can save tons of time by filling out one invoice, then sending it to a whole group of
customers. This works well if you sell the same products or services to lots of customers at about the same time.
Say you've got a pool cleaning business. 15 of your customers have pools that are about the same size, and you
provide the same cleaning and maintenance services for these customers each month. Using batch invoicing, you
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