cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

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 01-14-2019

Accepted Solutions
Established Community Backer ***

Re: 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."

2 Comments
Moderator

Re: 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.

Established Community Backer ***

Re: 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."

Need to get in touch?

Contact us