cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Find out how to upgrade your subscription, manage your password, view account fees, request a refund, and much more on our account management page.
Created with Sketch. If you're experiencing a bank error, check our Bank Feed Status page before you call support.
Created with Sketch. Visit this page to subscribe to QuickBooks Status notifications.
All Trans
Level 1

Email Batch invoices with attachments to customer?

I need some help to know if Quickbooks Enterprise desktop  is able to email batch invoices with attachments in one email?

 

Thank you,

 

5 Comments 5
Rebecca R
QuickBooks Team

Email Batch invoices with attachments to customer?

Hello All Trans,

 

Adding attachments to your transactions is a helpful tool that allows you to save relevant information to a transaction and share additional information with your customers when sending the invoice over email. QuickBooks Desktop makes it easy to email multiple invoices at once, and I want to show you how.

 

First you'll want to ensure that you've checked the box for Email Later, and added the relevant attachments using the Paperclip icon during invoice creation. Once you've done that, you'll simply need to follow the steps below to batch email your invoices.

 

  1. From the File menu, select Send Forms.
  2. Select the box for each invoice that you want to send.
  3. Choose the option to Combine forms to a single recipient in one email to send multiple invoices in one email.
  4. Click Send Now.

 

This article on how to Email sales forms in QuickBooks Desktop will be a super helpful resource for you to pull from, so I encourage you to check it out when you have a chance.

I know you'll be emailing invoices to your customers in no time - you've got this! Have a great evening.

ENVNDT
Level 1

Email Batch invoices with attachments to customer?

"Choose the option to Combine forms to a single recipient in one email to send multiple invoices in one email."

 

This option is not available for me in the send forms window using Desktop Pro (latest version).

Nick K
QuickBooks Team

Email Batch invoices with attachments to customer?

Hi ENVNDT,

 

It's great that you're using the community to look for solutions! That's the reason we're here for. I can help go over the reason why you don't see the Combine forms to a single recipient in QuickBooks Desktop Pro.

 

The reason for that is the feature is exclusive to our QuickBooks Premier Accountant and QuickBooks Enterprise versions. That is the reason you're not seeing this feature in your Pro edition. If this is a feature you wish to have added in the future for QuickBooks Desktop Pro or Premier I recommend sending feedback to our development team by going to: Help>Send Feedback Online>Product Suggestions. Once our development team receives the suggestion they'll look into ways to add this feature in future updates and versions.

 

If you have any questions feel free to ask and we'd be happy to help.

gmal61
Level 1

Email Batch invoices with attachments to customer?

I am experiencing sort of the same thing.... Invoices are created and scans of related delivery receipts are attached. Invoice is then marked to email later. However when we attempt to send those invoices using the send forms function all of the related attachements are missing. Something has to be wrng with that, no?

Alex M
QuickBooks Team

Email Batch invoices with attachments to customer?

Hi there gmal61,

 

It's vital that all your transactions are sent to your customers. QuickBooks Desktop is a great tool able to help you create invoices that can be sent to your customers so they know the amount they owe. I can point you in the right direction for assistance with sending invoices.

 

For help with sending invoices and attachments, I recommend reaching out to the QuickBooks Desktop support team. They'll be able to verify the way you're setting up your transactions to make sure that it gets sent properly with the attachments. You can reach out to them using the methods provided in the QuickBooks Desktop software support policies.

 

If you have any other questions, feel free to reach out here.

Need to get in touch?

Contact us