Email or print multiple sales forms in QuickBooks Online
by Intuit• Updated a day ago
Learn how to email or print multiple invoices, sales receipts, and estimates 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:
- Go to Sales then select All sales (Take me there).
- Select the checkboxes for the sales forms you want to email or print. You can also select the Filter ▼ dropdown menu to filter by transaction Type, Status, Date, or Customer.
- From the Batch actions ▼ dropdown menu, select Print transactions or Send transactions.
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.
Note: This option isn't available yet for the new estimate and invoice layout. Find out which layout you have. |
Step 1: Mark sales forms to email or print later
While you're working on a transaction form, select one of the following options:
- Select Send later to email it later (if available).
- Select Print or Preview and then Print later to print it later (if available).
When you're finished, select Save and close to close the transaction (don't select Save and send)
Step 2: Filter to batch email or print
After you’ve marked your forms to print or email, filter your sales list:
- Go to Sales then select All sales (Take me there).
- Select the Filter dropdown menu.
- From the Delivery method dropdown menu, select either Send later or Print later, then Apply.
- 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.
- From the Batch actions ▼ dropdown menu, select Print transactions or Send transactions.
Make sure you've emailed the form
- Go to Sales then select Customers (Take me there).
- Select the customer you want to check.
- Select the sales form from the list.
- Then, check for the following:
- If you see the Last Delivery message, QuickBooks sent the email.
- If you don't see the message, you still need to email the form.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Create and send sales receipts in QuickBooks Onlineby QuickBooks•7•Updated June 25, 2024
- Add a discount to an invoice or sales receipt in QuickBooks Onlineby QuickBooks•14•Updated June 17, 2024
- Customise invoices, estimates, and sales receipts in QuickBooks Onlineby QuickBooks•38•Updated 2 weeks ago
- Create and send customer statements in QuickBooks Onlineby QuickBooks•13•Updated June 17, 2024
- Record a customer refund in QuickBooks Onlineby QuickBooks•26•Updated June 19, 2024