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hobbieheat
Level 2

Invoicing

This situation maybe unique to our business but I'll give it a shot.

I type up and send out around 100 invoices a week to our customer.

A majority of our customers prefer to receive a paper copy but I do have a few customers that would like their invoices emailed.  Does anyone have a recommendation on how to make the email customers invoices different from the paper customer's invoices.  Remember 100 invoices I am just typing and stuffing envelopes.  Would love to make the email customer's invoices stand out from the rest...(ie red printing on those invoices).

Thanks

4 Comments 4
Rubielyn_J
QuickBooks Team

Invoicing

We can print and email invoices in QuickBooks Desktop (QBDT), @hobbieheat.

 

For your customers who prefer to receive a paper copy, we can print invoices in QuickBooks. Make sure to select the Print Later option in the invoice screen. 
invoice.JPG

 

To print multiple invoices in QuickBooks, here's how: 

  1. Select File, then select Print Forms.
  2. Select the type of form you’d like to print, then make sure the forms have a checkmark next to them.
  3. Select OK.
  4. Set your print settings, then select Print.

 

For more information, feel free to view this resource: Batch print forms in QuickBooks Desktop.

 

While those who want their invoices to be emailed, click the Email Later option instead.
invoice1.JPG

 

You may also check this article on how to email invoices in QuickBooks: Email sales forms.

 

Lastly, I've added these links to help you do future tasks:

 

Leave a comment down below if you need more help with sales forms in QuickBooks. I'm always ready to assist you. Keep safe always.

Rubielyn_J
QuickBooks Team

Invoicing

Hi, @@hobbiehea.

 

Hope you’re doing great. I wanted to see how everything is going about your concern with the invoices you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

hobbieheat
Level 2

Invoicing

Thank you for that information but I was looking for a way to make one customer's invoice stand out from the others like red fronts or something like that so when I'm preparing to mail the invoices I notice that certain ones need to be emailed.

JasroV
QuickBooks Team

Invoicing

Thanks for getting back to us, @hobbieheat.

 

I’d be glad to guide you on how to email an invoice that is unique to your specific customer. What we need to do is to create /customize an invoice template for that certain customer. 

 

Let me show how in your QuickBooks Desktop (QBDT):

 

  1. Go to the Lists menu.
  2. Select Templates.
  3. Click the Templates drop-down menu and select New.
  4. Select Invoice as the Template type.
  5. Click Manage Templates and give it a unique name, then select OK.
  6. Select Change Font and change the color of your invoice Title, Company Name, Company Address, and Labels. 2.PNG

     

    Made some other modifications if necessary and click OK once done.

 

You can also check this article for more guidelines: Use and customize form templates.

 

Then when you’re ready to send an email invoice to that specific customer, select the template you’ve created. Open an invoice and select your preferred template from the Template drop-down menu. 2.PNG

 

Let me also add this link that you can read for reference in case you need to personalize your email template in QBDT: Create custom email templates in QuickBooks Desktop.

 

Keep me posted if you have other follow-up questions about customizing invoices in QuickBooks. It’s always my pleasure to help and back you up. Have a good one!

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