I have a series of invoices for a single customer that I would like to email along with their attachments in a single email. Right now I have to send each invoice individually which results in the customer receiving many emails on one day.
Sending your invoices along with their attachments in one single email sounds like a great idea.
Currently, when sending invoices in batch, each invoice creates an individual email. QuickBooks is designed to send one invoice per email, even if the email address is the same, or even if you're sending it to the same customer.
I know two alternative ways that will accomplish the same thing. However, it's important to note that this applies to invoices only. The first method is to save your invoices as a single PDF file, and then make it as an attachment in your email.
You can now attach this PDF file to your email and send it to your customer.
The second workaround step is to send your invoices through the Collections Centre. Make sure this is enabled in your company settings.
Then, follow these steps to send your invoices from the Collections Centre:
I think being able to send invoices with attachments in one email would really come in handy. I'll be sure to pass this as along to our product engineers. It would also help if you could send this as a feature request straight to them. Just go to the Help menu at the top, click Send Feedback Online, and then choose Product Suggestion.
If you ever need help finding your way around, feel free to drop by here at any time. We'll be ready to help you out. Cheers.
Thanks for checking in on this thread. I can see this is an important feature to you and I can appreciate how being able to send a single email with information for multiple transactions within it would be great for not only you, but your customers.
At QuickBooks, our goal is to constantly develop the program to meet the needs of business owners and I'm happy to share that the ability to send multiple transactions in a single email was added as a feature to the 2020 version of the program! Here are the steps for how it's done.
I pulled those instructions from the Email sales forms in QuickBooks Desktop article. Feel free to bookmark that one if you find it helpful.
Your feedback works, so please never hesitate to submit your ideas to us by going to the Help menu in QuickBooks Desktop and choosing Send Feedback Online.
Let me know if you have questions!
This sends multiple emails when there is more than one invoce per customer. We have customers that want all the invoices send in only one email. They don't want to receive each invoice in separate emails.
Hello b thomas,
I hear what you're saying and I want to make sure you know your options. The steps I mentioned above for QuickBooks Desktop 2020 should only be sending one email to your customer with all of the invoices attached. If you're following those steps and it doesn't seem to be working, I recommend reaching out to support to troubleshoot with an agent. Check out the Intuit QuickBooks Desktop software support policies to learn how to reach that team.
If you have a version older than 2020, this option won't be available to you and I encourage you to consider one of the workarounds outlined earlier in the thread. You can also consider upgrading your version of QuickBooks to be able to take advantage of the newest features, such as being able to send multiple forms in a single email. A support agent would also be able to help you learn your options for upgrading, so don't hesitate to reach out!
Hey again, Vhumpal,
I actually just responded to your direct message before seeing your comment here. You should already have this information I'm about to share, but in case you haven't seen my message, I'll go over the options for sending emails in QuickBooks Enterprise and QuickBooks Online here as well. Hopefully it'll be helpful to someone else, too!
QuickBooks Enterprise is another version of QuickBooks Desktop. Given that, the Enterprise 20.0 version does also have the option to send a single email for multiple invoices. All you'd need to do is follow the same steps as I gave above. Here are those steps again though for ease of access.
More details about this can be found here: Email sales forms in QuickBooks Desktop
When it comes to QuickBooks Online, that version of the program works pretty differently than its Desktop counterpart. The option to send multiple invoices or transactions in a single email to the customer isn't yet available. The option to send multiple transactions at once is there, but the transactions will be sent as individual emails. Here's how to do that if you're interested.
To share your interest in seeing a similar feature to the Combine forms to a recipient in one email in QuickBooks Online, follow the steps in this article: How do I submit feedback? If you don't have a QuickBooks Online account already, I'd be happy to pass on the feedback on your behalf.
I hope that helps!
Thanks for reaching out! We value our customers experience with Quickbooks very highly and making sure everything is working as it should is key to that. I can help point you in the right direction to get this resolved.
If you have followed the steps mentioned earlier and have the checkbox for combine forms to a recipient in one email selected then there could either be an issue with your program, the connection between QuickBooks and your email or a setting in your email. I'd suggest reaching out to our support team at this point to troubleshoot where the issue lies. You access our QuickBooks Desktop Support Channels & Hours of Operation here.
Have a great day
Hello and thanks for adding your voice to this thread. I know this is such an important feature for many business owners. By submitting feedback about the features you'd like to see in the program, it alerts the product development team that what you've mentioned is something that would be useful to QuickBooks Online users. Our goal is to provide the best bookkeeping software we can to make managing business data as easy as possible. I encourage you to share your thoughts about this directly through the in-product feedback feature if you haven't already: How do I submit feedback?
I'll be around should you have more questions.
I will add the feedback. Here is how Zoho has it set up in their books module:
Perhaps your developers can catch up with this lower-cost, high performing competitor? As you can tell, I'm shopping.
Thanks for including that link. Reading through it, I'd like to clarify what you're looking for with QuickBooks Online. In this thread, we've been discussing being able to send a single email to encompass multiple invoices for a single customer. With the link you've given, it seems you may be looking to add multiple unbilled items to an invoice. If that's the case, that's already something that QuickBooks Online can handle with the Plus-level subscription.
When you create a transaction with billable time or costs and assign that to a customer, you can create invoices for the customer in a few ways. One would be to create it directly from the billable transaction, but another would be to go through the +New icon, choose Invoice, select the Customer, and then you'll see a sidebar populate with the unbilled costs you can add to the single invoice. It would look something like this.
If I were to click Add or Add All, the expenses would be added to the invoice. Even costs that you've specifically created from projects will show up in that side pane and will still be allocated to the project if you include it with other billable expenses. Here are some articles about the Projects feature and billable expenses if you're interested.
Let me know if you have more questions about that. I want to make sure we're on the same page with what you're searching for and what's available in QuickBooks Online.
I use this work around in QBO. From the Customer transaction list, select the invoices you want to send. Using the BATCH ACTIONS button select Print Transactions. When the print window pops up choose Print to PDF, and save the multiple invoices as a single PDF. You can then email the PDF as an attachment.
This doesn't allow for payment from within the invoices themselves like sending them individually does, but it keeps your customer from receiving so many emails for multiple invoices.
Hope that helps until QBO gets this worked out.
Quick related question to this thread... if I use the Collections Center to send multiple invoices to a single customer, will that email provide the same "View & Pay Invoice" link within the email? And will it allow them to view & pay multiple invoices at one time? I understand they could add up a total and change the amount to pay, but it would be great if they could see them all and if it would add them all up automatically for them.
Going further, it would be amaze-balls if any customer could basically "log-in" to their customer account with us to see their own purchase history, payment history, and see their own account balances.
Hi there mac999 and thanks for joining in on this thread!
I love that you're looking to make the most of the features in QuickBooks Desktop, and that you're taking advantage of the option to email multiple invoices at once via the Collections Centre. This is an awesome feature and can be an effective tool in receiving payment from your customers. Let me dive into this a little further.
When you send invoices to your customer from the Collections Centre they'll be receiving an email with PDF attachments for each invoice. The option to View & Pay Invoice that you're referring to is an option when you use QuickBooks Payments, and in order to pay that way, your customer will need to locate the original invoice. The email you're sending is more of a courtesy email to let them know that they have overdue invoices and to act as a reminder to pay. You can include a message in the body of the email to refer them to the original email if they'd like to pay by credit card. QuickBooks Payments isn't available for QuickBooks Desktop customers in Canada, so if you're using QuickBooks Desktop in the USA, I recommend reaching out in the American version of our Community. If you're seeing an American flag at the top, you're in the right place.
Your ideas are fantastic and I think you're on to something with the idea of a customer interface that would allow your customers to log-in and check or pay their balance. I can also see how the option to pay for multiple invoices at once would be beneficial. I'm going to pass these suggestions along to my team, but it'd be great if you could send your feedback to our product development team as well. Navigate to the Help menu, then select Send Feedback Online to have your voice heard.
Take care and don't hesitate to reach out if there's more you need help with. Have a great day!
I think part of the problem people are having with it not working is it still send separate emails for each customer:job not just each customer. Is it possible to send multiple jobs under the same customer in single email?