Same basic invoice for multiple customers

[SueR]

How do I create an invoice which I can use for multiple customers, with separate invoice numbers for each? I am trying to import the customer spreadsheet and from that populate individual invoices which have the same item and description so they are invoiced individually. Any ideas, please?

[N_C_H_OMG]

Actually, it is easy.

First, Create a draft Invoice:

# Go to 'New Invoice' window.

# Select any customer, add desired items to the invoice, and review the details and total.

# Click 'Save as Draft' from the Record pull-down-list at the bottom of 'New invoice' window.

 

Once the draft invoice is created, it can be used to create as many invoices as needed with different invoice numbers.

# Go to 'New Invoice' window.

# From the 'Create From' pull-down-list on top-right, select 'Draft Invoice'.

# It should show you the draft invoice you created in the first step. Select the draft invoice.

# The 'New Invoice' window should now be filled with the same details as the selected draft invoice. Now simply change the customer.

# Review the details and total, and click 'Record Only' to create a new invoice.