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Loukelton Distributing
Level 1

How to batch invoices to email, without batching sales orders.

I can't seem to figure out how to just save the invoices to email later without having to manually uncheck the box on the sales order and then check the box on the invoice page.  I have no use for sending the sales order and it just creates more work to go in and have to delete the sales orders that are saved to email later.

1 Comment 1
DivinaMercy_N
QuickBooks Team

How to batch invoices to email, without batching sales orders.

Thank you for providing details of your concern, @Loukelton Distributing.

 

I'm glad to share with you the steps on how to email batch invoices in QuickBooks Desktop (QBDT). Here's how:

 

  1. First, let's make sure that the Email later box in the Invoices is checked.
  2. Then, go to the File menu, and select Send Forms.
  3. Using the checkbox, select all the invoices you want to send.
  4. Click Send Now.

 

If in case you want to edit or remove an email from the list while on the Select Forms to Send window, you may see this article for the steps: Email sales forms in QuickBooks Desktop

 

Also, in QBDT you have the option to create your own custom templates for invoices, sales receipts, estimates, statements, and purchase orders. This way, you can manage the info you want to include in those forms. For the detailed instructions, please visit this link: Use and customize form templates


Keep in touch with me if you have other QuickBooks concerns. I'll be around whenever you need further assistance. Take care always.

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