Visma eAccounting Standaard
Create multiple invoices
If you sell the same kind of goods or services to several customers you can create an invoice that you send to multiple customers.
Please note that you cannot use the feature for multiple invoices when creating credit notes.
Individual settings for the customer, such as discount
- Select Sales - Sales invoices.
- Select New sales invoice.
- Click the list icon in the Customer field and check the box Select multiple customers.
- Select the customers that you want to invoice.
When clicking a customer the list will be filtered to only include customers with the same currency as the one you selected first.
If you use customer labels to group your customers the labels will also show in the list and you can select a labelled group as a whole.
- Enter the invoice date, the articles you want to invoice and other invoice details. Note! The due date you choose on the invoice will be the same for all customer invoices, regardless of the payment terms you've set for the customers.
- Select Create multiple invoices.
- Select Action for the invoice for each customer.
You can select a common action for all invoices at once or use the last action applied for each customer. In the same way as with single invoices you also have the opportunity to send multiple invoices as e-invoices.
- Select Send and post to ledger.
Please note that it is not possible to save invoices as drafts when creating multiple invoices.
Related topics
Create sales invoice | |
Process multiple reminders and drafts | |
Article labels | |
Customer labels |