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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.
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:
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!