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Klssullivan
Level 1

Help Finding unsent Invoices in QB desktop

My company uses QB 2016 and does not use it online. My question is how do I find invoices that did not get emailed?  I have discovered several that were never sent and need to check the whole year.  Thank you

1 Comment 1
LieraMarie_A
QuickBooks Team

Help Finding unsent Invoices in QB desktop

I want to make sure you have all your invoices sent right away, @Klssullivan.

 

Currently, we can see which invoices aren't sent by clicking Send Forms from the File menu. This will give you a list of invoices that are still marked as 'Email Later.' This will work if the customer's delivery method is set to Email or the Email Later button was checked.

 

Follow the instructions below on how to set your customer's delivery method to Email:

  1. Go to the Customer menu and select Customer Center.
  2. Right-click on the customer's name and choose Edit Customer:Job.
  3. Select the Payment Settings.
  4. Click the Preferred Delivery Method drop-down and choose Email.
    Capture.PNG
  5. Click OK once done.

 

Moreover, make sure to select the Email Later button when sending invoices. I've added a screenshot for your visual.

Capture2.PNG


You can also add or edit multiple customers at once. This way, you can save more time as you won't be updating all those customers individually.

 

Should you need any further assistance getting your invoices delivered, please don't hesitate to comment below. I'm always here to help you.

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