# Create invoices in bulk

Bill many customers in one run, check every invoice on a review, then save drafts, post, or post and email them.

Canonical: https://demo.qixcount.com/help/invoicing/bulk-invoices

Who can do this: Owners, or people with *Create invoices*; posting and emailing need *Send invoices*

Where: Create, then Bulk invoices

You'll need: Active customers who use your business currency; up to 200 invoices in one run

## Bill many customers at once

1. Select **Create**, then **Bulk invoices**. From **Customers**, you can also select customers and choose **Invoice these customers**.
2. Choose **One invoice for many customers**.
3. Enter the **Invoice date**, choose **Terms**, and enter the lines once.
4. Add customers: search by name or email, select **Add all active customers**, **Use a past run's customers**, or **Paste names or emails**.
5. Change a customer's **Rate** or P.O. number where it differs. With two or more lines, select **Change lines** instead.
6. Select **Review invoices**.

![Bulk invoices with one invoice for several customers](https://demo.qixcount.com/images/help/bulk-invoices-one.webp)

Each invoice is saved by the same rules as one you write by hand: products, terms, and the tax for that customer's ship-to state and exemption. Customers who use another currency, and inactive customers, can't be added; the page says how many were left out. A run holds up to 200 invoices. Your work stays in this browser until the run is made.

With *Create customers*, select **New customer** beside the search to add and select a customer without leaving your work. Enter their name and any contact details, then select **Save and use on this** invoice. The customer joins the selected list immediately. If **You may already have this customer** appears, use the matching customer to avoid saving a second one. Without *Create customers*, ask someone who can add customers.

## Different invoices, or a file

Choose **Different invoices in a grid** to enter one row per invoice line. Rows pasted from a spreadsheet with **Paste from a spreadsheet** take the columns Customer, Description, Qty and Rate; a row with no customer becomes a line of the invoice above it. A name that isn't one of your customers is flagged with the closest match.

Each invoice's **Customer** cell offers **New customer** to people with *Create customers*. Saving a customer or choosing an existing match fills that invoice only. Inactive customers and customers in another currency cannot be used. A blank due date still takes the chosen customer's terms.

Choose **From a spreadsheet file** to upload a CSV of up to 5 MB and 1,000 rows. Match each column, then select **Put the rows in the grid**. Nothing is created from the file, and the file isn't kept. **Download a sample CSV** shows the layout.

In Nonprofit, each line takes fund and program coding, and **Coding for all lines** codes them together. Grant coding stays on the grant page.

## Check the review

The review lists every invoice before anything is created:

| Group | What happens |
| --- | --- |
| Check these | A possible duplicate (same customer, lines and total within 14 days) is left out unless you check **This is not a duplicate**. Customers with an overdue balance are still invoiced. |
| Will be created, not emailed | The customer has no email address. |
| Ready | Each customer has an **Email** box, checked. |
| Cannot be created | A closed period, an inactive customer, another currency or a zero total, with the reason. |

Choose **Save as drafts**, **Post** or **Post and email**. Posting adds the invoices to Accounts receivable. People without *Send invoices* can save drafts only. Select **Change for this run** to change the email's subject and message. For weekly billing, check **Don't check for duplicates on this run**.

If a customer, rate or duplicate changes after you open the review, nothing is created and you are asked to review again. Selecting the button twice opens the run already started.

## Follow the run

Runs are numbered and listed under **Past runs**. The run page shows each invoice, whether it posted, and its email: waiting to send, sent, failed or outcome unknown. One invoice that fails doesn't stop the others.

- **Email again** resends a failed email. An email whose outcome is unknown isn't resent; check with the customer first.
- **Stop the run** keeps what was made. **Create the remaining** checks the rest again before making them.
- **Void this run** voids its posted invoices, leaving any with a payment or credit. No customer is emailed.
- A drafts run offers **Post and email these** invoices, or **Delete these** drafts while all are still drafts.

Next, [send an invoice](https://demo.qixcount.com/help/invoicing/send-an-invoice) or [check invoice statuses](https://demo.qixcount.com/help/invoicing/invoices-overview).