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MHConsulting
Level 2

Check Email Later for a batch of invoices

We have well over 1000 invoices we would like to "email later".  When the invoices got created, they did not have the default set to "email later".  How can we choose a range of invoices and set them all to "email later"?

 

Thank you

5 Comments 5
Mich_S
QuickBooks Team

Check Email Later for a batch of invoices

Hi there. I can share with you some tips on how to manage batch invoices.

 

While setting up a range of invoices to email later in QuickBooks Desktop is unavailable, you may need to do it manually by opening the invoice and checking the box for Email later

 

Here's a screenshot you can check for reference:

 

 

Moreover, ensure to select Auto-check the "Email Later" checkbox if customer's Preferred Delivery Method is e-mail from your Send Forms preferences. This allows future invoices to be emailed later automatically. Here's how:

 

  1. Open the Edit menu.
  2. Go to Preferences.
  3. Scroll down and click on Send Forms.
  4. Select the My Preferences tab.
  5. Check the box for Auto-check the "Email Later" checkbox if customer's Preferred Delivery Method is e-mail .
  6. Once done, click on OK.

 

 

I'm also adding this guide for more details on how to handle invoices and payments: Take and process payments in QuickBooks Desktop.

 

Please let us know if this goes so we can get back to you as soon as possible. We're always here to back you and your business. Stay safe.

MHConsulting
Level 2

Check Email Later for a batch of invoices

Thank you for the response. However,  we are aware of being able to set the email later check box one at a time.  The issue,  as mentioned,  is that we have over 1000 invoices to set as email later.  Doing them one at a time will take forever. 

MHConsulting
Level 2

Check Email Later for a batch of invoices

Thank you for the reply.  However,  as mentioned,  there are over 1000 invoices needing to be marked email later.  We know we can do it one at a time,  but that would take forever. 

Fiat Lux - ASIA
Level 15

Check Email Later for a batch of invoices

@MHConsulting 

Prepare your Invoices data with the following template

CustomerTransaction DateRefNumberPO NumberTermsClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureAR AccountCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000              Non
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50              Non
John's Barber Shope02/09/2020101    Y15/09/2020John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500              Non
Main St Bank03/09/2020102    N16/09/2020Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonDoor1Door300              Non
Main St Bank03/09/2020102    N16/09/2020Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonHandles1Handle10              Non
Main St Bank03/09/2020102    N16/09/2020Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonHinges3Hinges5              Non
Main St Bank03/09/2020102    N16/09/2020Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonLock1Lock15              Non
Main St Bank03/09/2020102    N16/09/2020Main St Bank1 State Street  AnytownNY12345USAMain St Bank1 State Street  AnytownNY12345USA(888) 888-8888          NonPaint1Paint8              Non

 

then use one of these importer tool to proceed

https://get.transactionpro.com/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

GL25
Level 1

Check Email Later for a batch of invoices

Good afternoon,

 

We have the same issue you had below after we imported over 1,000 invoices using transaction pro importer.  Were you able to come up with a solution?  

 

Any suggestions would be greatly appreciated. Thx 

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