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Level 2

Email and Postal Mail Invoice Preferences

Good Afternoon,

 

We have customers who prefer to have invoices mailed rather than emailed (I have set-up each customer profile with their preferred delivery method). When I go to batch send the invoices, there doesn't seem to be an easy easy way to know which ones are postal mail and which ones are email. 

 

Is there a way I can email the ones selected as email, and print the ones selected as print without having to go through each customer to see what is selected? I know there was a way to do this in Quickbooks Desktop, but can't figure out how to do this with QBO.

 

Thanks!

Solved
Best answer 02-27-2020

Best Answers
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QuickBooks Team

Email and Postal Mail Invoice Preferences

You’re welcome, @kari.vandermaas.

 

You can run a Customer Contact List report in QuickBooks Online. You can customize it by clicking the delivery method to show on the report.

 

This way, you can identify which customers are for the emailed method and mailed. I’ll show you how:

 

  1. In your left navigation pane, select Reports.
  2. Enter/select Customer Contact List in the search field.
  3. Click Customize.
  4. Hit Rows/Columns, then Change columns.
  5. Put a checkmark on the box in the Delivery Method.
  6. Select Run report.

 

Once done, you can print the report. This serves as your reference, so you don’t need to go to your customer’s information.

 

Let me share this article about creating a mailing list in QuickBooks Online: How to create a mailing list using the Contact List report.

 

Come back to this page if you have other concerns. Have a great day.

View solution in original post

1 Comment
Highlighted
QuickBooks Team

Email and Postal Mail Invoice Preferences

You’re welcome, @kari.vandermaas.

 

You can run a Customer Contact List report in QuickBooks Online. You can customize it by clicking the delivery method to show on the report.

 

This way, you can identify which customers are for the emailed method and mailed. I’ll show you how:

 

  1. In your left navigation pane, select Reports.
  2. Enter/select Customer Contact List in the search field.
  3. Click Customize.
  4. Hit Rows/Columns, then Change columns.
  5. Put a checkmark on the box in the Delivery Method.
  6. Select Run report.

 

Once done, you can print the report. This serves as your reference, so you don’t need to go to your customer’s information.

 

Let me share this article about creating a mailing list in QuickBooks Online: How to create a mailing list using the Contact List report.

 

Come back to this page if you have other concerns. Have a great day.

View solution in original post

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