Email or print multiple sales forms

Learn how to email or print multiple invoices, sales receipts, and quotes now or later.

Once you create your sales forms, you have the option to email or print them now or later. You can also email or print them in batches instead of one at a time.

Email or print multiple sales forms now

To send multiple invoices or sales receipts now:

1. Follow this link to complete the steps in product
2. Select the checkboxes for the sales forms you want to email or print. You can also filter by transaction type, date, customer, or status.
3. From the Batch actions ▼ dropdown, select Send or Print.

Email or print multiple sales forms later

If you want to email or print sales forms later, mark them as you're working on them. This helps you find the form when you're ready to email or print.

Step 1: Mark sales forms to email or print later

1. Follow this link to complete the steps in product
2. Find the sales form you want to email or print later.
3. Select View/Edit from the Action column.
4. Select Manage, then select Scheduling.
5. Turn on the Print later or Send later switch.
6. Select Save and close.

Step 2: Filter to batch email or print

After you’ve marked your forms to print or email, filter your sales list:

1. Follow this link to complete the steps in product
2. From the Delivery method ▼ dropdown, select Send later or Print later.
3. Select the checkboxes for the sales forms you want to email or print. To mark them all, select the checkbox next to the Date column.
4. From the Batch actions ▼ dropdown, select Send or Print.

Make sure you've emailed the form

1. Follow this link to complete the steps in product
2. Select the customer you want to check.
3. Select the sales form from Transaction List.
4. Then, look for the Sent date in the panel that opens.