Customers: 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 it.
See how to create customer groups, then batch invoice them.
To create a new group
- Choose Customer > Customer Center to open the Customer Center.
- Click the + at the bottom left corner of the Customer Center.
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Choose New Group.
OR
Click the New Group button in the Invoices window.
- Give your group a Group Name.
- Choose a customer (or a job) from the Customer:Job list.
- Click Add>>. The customer (or job) shows up in the Group Members list.
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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.
- Click OK to save the group and close the New Group window.
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 a group
- Click the Notes tab up at the top of the New Group window.
- Click your cursor into the big field.
- Add away!
To edit a group
- Go to Customers > Customer Center.
- Look at the upper left corner of the Customer Center for the Customer Groups area.
- Double-click the group you want to edit.
- Choose names in the left column and click Add>> to add new people to this group.
- Choose names in the right column and click <<Remove to remove people from this group.
- Click the Notes tab and add any information you want to the group.
- After you're finished making changes, click OK. Your changes are saved and the Customer group window closes.
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Job status. From the list, choose the status (Pending, Awarded, etc.) that best applies to this job.
When you create a job report, QuickBooks includes the status of each job on the report. You can also see the status of each job on the Customer:Job list.
- Start date. The date you started the job.
- Projected end. Your projected completion date for the job. The projected end date (along with the start and end dates) helps you track how long each job takes and how well you estimated the length of a job. When you create a job report, you can add to the report columns that show the start date, your projected end date, and the actual end date for each job.
- End date. If you've completed the job, enter the date of completion.
- Job type. A word or short phrase to classify the job. Job types give you a way to classify your jobs so you can group and subtotal similar jobs on your reports. By using them, you'll be able to determine which kinds of jobs are the most profitable for your business.