"Email Later" NOT working: customer invoices created with QB "batch enter transactions" {QB Desktop}

I'm glad you raised this concern here, @Cranky2023. 

I acknowledged your effort in contacting our support to clear up why the Email Later tab doesn't auto-check even if the preferences are set up correctly. I'll provide steps to fix this so you won't have to toggle it manually.

Since the Auto-check the "Email Later" checkbox is ticked and the customer's Preferred Delivery method is Email, let's review your user role to accurately see if it's set up right. Here's how:

1. From the Company menu, select Users.
2. Click Set Up Users and Roles.
3. Type in the admin password, then tap OK.
4. Select the Role List tab, then click View Permissions.
5. Choose the roles you want to review, then click Display.

For more details, check out this article: Create and manage users and roles in QuickBooks Desktop.

Also, you can create a sample company file with the same setup as your current one to check if the issue persists. Moreover, aside from verifying and rebuilding data, you can also read this article to fix some data damage: Fix data damage on your QuickBooks Desktop company file.

If you want to filter reports to display your invoice transactions status, check out this article: Customize reports in QuickBooks Desktop.

Feel free to come back here if you have additional questions about managing invoices or sales display concerns. I'll be willing to lend a hand. Keep safe, and have a good one.

Thank you for your response.

Can you expand on how changing from "Outlook" to "Web Mail" is going to auto populate the "Email later" checkbox? I am reluctant to change the setting without further explanation.

Customers already have email as the preferred delivery method.

Patty

Hi Patty,

Let me join the thread and provide some clarifications.

You don't need to switch the settings from Outlook to Webmail to enable the auto-populate email later checkbox when creating batch invoices. All you need to ensure is that the customer's preferred delivery method is set to Email, and the "Auto-check the Email Later checkbox if customer's Preferred Delivery Method is Email" option is checked in the Preferences.

To further troubleshoot the issue you're experiencing, we can review the user role setup to ensure it's configured correctly. For more details on this, you can refer to this article: Create and manage users and roles in QuickBooks Desktop Enterprise.

Meanwhile, since everything is set up on your end and you've already performed data damage troubleshooting steps but the issue persists, I recommend creating a dummy or sample company file and replicating the same setup for the customer and preferences.

However, if the same thing happens with the new setup, proceed to Solution 2 in this article: Fix data damage on your QuickBooks Desktop company file.

If you have any further questions or other concerns, Patty, please feel free to reach out. I'm here to assist you.

Thank you for joining the conversation - I will coordinate with the Admin to ensure that my user role is configured correctly. I will bookmark this and return to post our results. Coordination could take up to 10 days.

Ever since Quickbooks forced the new invoice template on QB Online the "Send Later" option never works even when I manually select it for each invoice. Just time wasted. How did they update something and actually make it a huge inconvenience to use? Very frustrating since this has been happening for a week + and nothing has been changed.

If I could like your response multiple times I would. I am baffled that the QB solution is rarely, "we fixed it" - rather "3rd party vendor (for $$$)".