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1 reply

MarsStephanieL
Level 6
April 13, 2020

Hi there, veenaprodec_iamt.

 

There are different ways of sharing invoices to anybody, it could be by soft copy or hard copy. You can share the soft copies of your invoices by sending an email with the pdf file or with a link. You can also send the hard copy by printing the invoices. To send it through an email by batch, I'd be glad to show you how.

 

  1. In your QuickBooks Online company, go to the Hamburger icon.
  2. Open your Sales tab and choose Invoices.
  3. You can tick the box on the invoices you want to share.
  4. Select the Batch actions button and choose Send invoices.
  5. Enter the e-mail address of the recipient.
  6. You can also tick the box for, Save email for future use.
  7. Hit Send.

 

To print the invoices, you can repeat steps above from 1 to 3 and select Print invoices. Then click on the Print icon.

 

You can also send your invoices by running a report by going to the Reports menu and entering the keywords. These are the 3 types of invoice reports you can use in QuickBooks Online (QBO):

 

  • Invoice List - A report where you can see all the invoices.
  • Invoices and Receive Payments - A report where you can see the invoices and the paid ones.
  • Open Invoices - A report where you can see the list of all unpaid invoices with its corresponding balances.

 

Also, you can customize your reports and memorize it in QBO to have a hassle-free process.

 

Count me in if you need anything else. I'll be here to help. Take care always!