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Level 1

Printing & Emailing Invoices

Hello, we have many clients that prefer to have invoices mailed rather than emailed. We have gone on to each client account profile and selected the correct "Preferred Delivery Method" for each client. I assumed that this would only bring up the ones we selected as "Email" when I chose "Send Forms" and only bring up the ones that we selected as Mail when I went to "Print Forms".

 

I see that this is not the case. The lists seems to bring up every invoice for each selection (Send Forms & Print Forms). 

 

We have close to 1,000 clients with invoices each month. Is there any way that I can email the ones selected as email and print the ones selected as print without having to go through each client and see what is selected? I was trying to get invoices out in a hurry and seems that I have been both emailing and printing invoices for each client when only the selected method is necessary.

 

Any help would be awesome,

 

Thank you!

Solved
Best answer January 14, 2019

Best Answers
Highlighted
Level 15

Printing & Emailing Invoices

@RoseMarjorieA

 

Please learn from the input here.

 

There is One More Setting:

Edit menu > Preferences, Send Forms, My Preferences tab. Here you see that you need to Checkmark:

"Auto-Check the "Email Later" checkbox if customer's Preferred Delivery Method is Email."

View solution in original post

5 Comments 5
Highlighted
Moderator

Printing & Emailing Invoices

Hey there, rtrujillo.

Let me help you with printing and emailing invoices in QuickBooks Desktop.

 

In order to print your client's invoices, you'll use the Print Later option in the invoice screen and make sure that the Email Later is not selected.

 

 

For the invoices that need to be emailed, pick the Email Later option instead.

 

 

This way, you'll be able to isolate the invoices that are for print and for email. 

 

Keep me posted with any further questions. I'll be right here to lend you a hand.

Highlighted
Level 15

Printing & Emailing Invoices

@RoseMarjorieA

 

Please learn from the input here.

 

There is One More Setting:

Edit menu > Preferences, Send Forms, My Preferences tab. Here you see that you need to Checkmark:

"Auto-Check the "Email Later" checkbox if customer's Preferred Delivery Method is Email."

View solution in original post

Highlighted
Level 1

Printing & Emailing Invoices

I just purchased a new computer and QB 2020.  I have been a user of QB for a long time.  I have always been able to email invoices to my customers individually as I create them.  Now I can't do that.  I see in preferences there is an option QB email.  Why is this option not available?  PLEASE HELP.

Highlighted
Level 1

Printing & Emailing Invoices

I have that all setup.  But I cannot email invoices through QB.

Highlighted
QuickBooks Team

Printing & Emailing Invoices

Hi there, mtnoel66,

 

I'm here to help ensure you're able to email invoices in QuickBooks Desktop (QBDT).

 

You'll want to secure the connection between QBDT and your email account. This creates an easier and safer connection to your email.

 

You should have Web Mail, Outlook, and QuickBooks E-mail 2020 option. Those methods are also available to other versions of QuickBooks.

 

if QuickBooks E-mail is grayed out, you need to validate your subscription. This is to ensure you're able to send email from QuickBooks. Just click the Check for valid subscriptions button, then enter your Intuit Account. See the attached screenshot below for your visual guide.

emailsetupinQBDT.PNG

 

If that's not the case, you'll want to choose Outlook or Web Mail. Check out the Connect your email to QuickBooks Desktop for instructions and detailed steps.

 

I've added this link: What’s new in QuickBooks Desktop 2020 to learn the latest features and improvements in the system.

 

Let me know how this goes by leaving a comment below. Just mention my name and I'll get back to you with more troubleshooting steps.

 

Thank you and stay safe!

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