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