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Level 1

Pledges

This is my first time to use OB online to send out Pledges.  Can they be sent as a group? I really do not want to print or email each client  as an individual.

 

1 Comment
QuickBooks Team

Pledges

Greetings, Cheryl G.

 

Good news! You can send the pledges to your clients as a group, just make sure that you've entered the email address for each customer profile.

 

Once you've taken care of that, the steps below will guide you on how to do this:

  1. Click Sales in the left navigation menu.
  2. Go to the Invoices tab.
  3. Select the pledges that you need to send to your clients.
  4. Click the Batch actions drop-down menu.
  5. Select Send invoices.

For additional insight about this, I recommend following this article: Email or print multiple invoices and sales forms

 

That should do it. Please let me know if you need further assistance with this, or if there's anything else I can do to help you succeed with QuickBooks. Have a great day!

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