QuickBooks for Mac 2014 User’s Guide 93
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.
To create batch invoices for a group of customers:
1 Go to Customers->Create Batch Invoices.
2 Read the Batch Invoicing info that pops up. Click OK to send the pop-up away.
3 Click New Group to create a group of customers to invoice.
4 Choose the group you just created in the Customer:Job / Group field.
5 Read the info about sales tax and batch invoicing that pops up. Click OK to send the message away.
6 Add items to the invoice.
7 Make sure the date, invoice number, customer message, and other info on the invoice are correct.
8 When your invoice is complete, click Save. The Review Invoices window pops up.
9 Check each invoice, which appears as one line in the table, to make sure all the info (including the
sales tax charged to the customer) is correct.
10 Choose the To Print checkbox if you're going to print this invoice. Choose the To Email checkbox if
you're going to email this invoice to the customer. Tip: You can both print and email the same
invoice.
11 Make sure that QuickBooks has checked all the invoices you want created in the left checkbox. If you
don't want one of the customers in this group to get this invoice, uncheck the box.
12 Click Create. QuickBooks creates the batch of invoices, assigns them numbers, and saves them.
But wait...you're not quite done yet. You still need to email and/or print the invoices you've created.
To print a batch of invoices:
1 Click Print.
2 On the Print Forms window, make sure all the invoices you want to print are selected.
3 Click Print.
4 Take a look at each invoice on the print preview window to make sure everything looks good.
5 Click Print.
To email a batch of invoices:
Tip: Emailing a batch of invoices works a bit differently than emailing a single invoice—read carefully
keep from being surprised.
1 Click Email.
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