Email or print multiple sales forms

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:

1. Go to All apps , then Sales & Get Paid, then Sales transactions (Take me there).
2. 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.
3. From the Batch actions ▼ dropdown menu, select Send or Print.

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.

Step 1: Mark sales forms to email or print later

1. Go to All apps , then Sales & Get Paid, then Sales transactions (Take me there).
2. Find the sales form you want to email or print later.
3. Select Edit.
4. Select Manage, then select Scheduling.
5. Switch on Print later or Send later.
6. Select Save.

Step 2: Filter to batch email or print

After you’ve marked your forms to print or email, filter your sales list:

1. Go to All apps , then Sales & Get Paid, then Sales transactions (Take me there).
2. Select the Filter ▼ dropdown menu.
3. From the Delivery method ▼ dropdown menu, select Send later or Print later. Then select Apply.
4. 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.
5. From the Batch actions ▼ dropdown menu, select Send or Print.

Make sure you've emailed the form

1. Go to All apps , then Customer Hub, then Customers & leads (Take me there).
2. Select the customer you want to check.
3. Select the sales form from Transaction List.
4. Then, look for the Sent date in the panel that opens.