Batch invoicing Invoicing can be time consuming and take up hours of your week, depending on your client load and accounting software. With QuickBooks Online Advanced, you can quickly create an invoice and then distribute it a variety of ways to get paid faster: Batch the same invoice to send to multiple clients. This is helpful if you have a set invoice for a group of clients every month. If a handful of your clients only use one or two of your services, you can create a general invoice and then batch send that invoice to this cohort without having to personalize each one. Edit multiple invoices within the same window. Advanced allows you to see the invoices you’re working on in the same window. From this view, you can click on each one to make edits while coming back to the main screen. No more sorting through multiple tabs. Note: When you set up your client records in QuickBooks Online Advanced, there are a few fields to pay close attention to – namely, the contact field and the email address. Obviously, batch invoicing won’t work if you’re missing, or have incorrect, email addresses and contacts for your customers. Also, if your customer records include specific details such as tax preferences, those will automatically be applied to their invoice, even if you are sending invoices in a batch. And, if your clients provide you with bank or credit card information to pay invoices, you can automatically run those transactions through Automate tasks with Workflows  Workflows are the QuickBooks Online Advanced way of easily managing and automating repetitive tasks to save time and reduce errors. Workflows enable you to set up email reminders relating to customer invoices, your own recurring bills, and adding a memo to an invoice if certain requirements are met.