Invoice a group of customers

  1. Overview
  2. Invoices & Quotes
  3. Send invoices
  4. Invoice a group of customers

ⓘ This article is for small businesses who use Xero  

Overview
  • Use a contact group when you add an invoice to save time and reduce data entry.
  • Contact groups allow you to create multiple invoices at the same time.

How it works

If you send a number of customers the same or similar invoices, you can save time by using contact groups. Once you've added customers to a contact group, you can invoice them all at once instead of individually. Doing this allows you to:

  • Create a draft template invoice that applies to all the contacts
  • Edit the draft invoice for each contact if necessary
  • Submit or approve the draft invoices all in one go

Invoice a contact group

  1. In the Business menu, select Invoices.
  2. Click the arrow next to New Invoice, then select the contact group you want to invoice.
  3. Enter details in the invoice fields.
  4. Click Create draft invoices.

From the Draft tab, you can then:

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