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windyl0u
Level 2

How can I send batch invoices in Desktop for an email template that is NOT the default?

Is this even possible? I have our basic invoice email template as the default, but I also have a template for paid invoices for the customers that keep a card on file, a past due template and a card declined template. As I'm invoicing, I have to stop and send each one that's paid immediately instead of having the option to send them as a batch. It's time consuming and I'm hoping there's a workaround. Quickbooks Desktop Pro Plus 2024

3 Comments 3
MoiraskyeT
QuickBooks Team

How can I send batch invoices in Desktop for an email template that is NOT the default?

Hi there, Windy. It seems like you're referring to having different invoice message templates. When you mention a different invoice template, you will still be able to use the batch email function to send invoices to multiple customers with a unique email message template.

 

Here's how:

 

  1. Go to Edit.
  2. Proceed to Preferences.
  3. Next, select Send Forms.
  4. Followed by choosing Company Preferences.
  5. Click on Add Template (input different email message templates for customers who have a card on file, a past due template, and a card declined template).

 

To batch send the invoices to different customers, you'll have to open each invoice first and place a checkmark for Email later.

 

Here's how:

 

  1. Click on the File option.
  2. Next, proceed to Send Forms (make sure that the option to combine forms in a single email is not selected).
  3. Select each invoice individually to update the email message template to your chosen one.
  4. Check other details for accuracy.
  5. Click on Send Now.

 

 

For more details, please check this article: Email sales forms, invoices, and statements in QuickBooks Desktop

 

Additionally, you can visit this article to learn how to receive and handle customer payments for invoices and in-person sales: Take and process payments in QuickBooks Desktop.

 

I'm glad I could help you with your issue, Windy. If you have any more questions or need further assistance with sending batch invoices in QuickBooks Desktop or using email templates, please don't hesitate to return to this thread. I'll be here ready to assist you.

windyl0u
Level 2

How can I send batch invoices in Desktop for an email template that is NOT the default?

This works, thank you. To simplify it for anyone else looking, the issue is just in the combine forms in single email check box. Once that's not selected, the option to change the email template pops up. 

ZackE
Moderator

How can I send batch invoices in Desktop for an email template that is NOT the default?

Thanks for getting back with the Community, windyl0u.

 

I'm happy to hear MoiraskyeT was able to help you with sending batch invoices using templates other than your default template.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please feel welcome to send a reply here, or create a new thread if there's ever any questions. The Community's always here to help. Have an awesome Thursday!

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