cancel
Showing results for 
Search instead for 
Did you mean: 
AHyatt84
Level 1

having some trouble with the "email later" option.

Hello! 

I am having some trouble with the "email later" option. I just found out yesterday that it's possible to send all of our monthly recurring invoices to our customers at once! Hallelujah, I thought, LOL. I followed the needed steps, meaning, I set the preferred method of delivery for each customer to "email", and I also went into my settings and checked the box to automatically send the form to "send forms" if the preferred method of delivery is email. 

 

I rolled out all of our May invoices this morning, but only SOME of the invoices were sent to the "send forms" section. I have searched the forums and tried to find an answer but can't find anything applicable. 

 

Please help! :) Thanks so much for your time. 

15 Comments 15
MariaSoledadG
QuickBooks Team

having some trouble with the "email later" option.

Hi, AHyatt84.

 

You'll want to make sure that you've selected the Auto check the Email Later checkbox so you can successfully send your invoice. Let me walk you through the steps.

  1. Click the Edit menu, select Preferences.
  2. Choose Send Forms.
  3. Go to the My Preferences tab, select the Auto-check the Email Later checkbox if customer's Preferred Delivery Method is email.

For future reference, you can run and customize reports in QuickBooks Desktop: Customize Reports in QuickBooks Desktop.

 

Let me know if you need anything else. I'll be right here to help.

QBFrustrated
Level 2

having some trouble with the "email later" option.

QB Desktop Pro 2019 - Preferred Delivery Method set to email and Preferences>Send Forms set to Auto-check "Email Later"  and still no check mark on new invoice.  Sticky function is not working properly if this is what is causing the issue.  When will this be corrected?  The problem is causing invoicing issues.  

RCV
QuickBooks Team
QuickBooks Team

having some trouble with the "email later" option.

This is not the impression we want you to have when using QuickBooks, QBFrustrated. 
 
QuickBooks Desktop has a sticky setting feature that remembers the previous information you used for invoices and will continue to use that information unless you change it. The Auto-check the 'email later' checkbox if the customers preferred delivery method is email feature ensure that invoices will be set "email later" for all customers that want invoices to be emailed.

 

Since it doesn't apply to all the new invoices, let's try opening a sample company file to check if you're having a problem with only one file and not the program itself.
 
Before doing some troubleshooting steps, let's make sure QuickBooks Desktop to the latest release and you meet the system requirements.

 

Here's how: 

 

  1. In your QuickBooks, go to the File menu at the top left.
  2. Choose Close Company.
  3. In the No Company Open window, click the drop-down arrow in the Open a sample file icon.
  4. Choose a sample file and click on it.

Then, try turning on the Email Later feature and create a sample invoice.

 

If it works, it's possible there's a damaged data on your company file preventing the Email later option to automatically show in the new invoices. Just run the Rebuild Data tool is built-in to fix any company file data issues. 
 
You can check out this article for the steps and details: Fix data damage on your QuickBooks Desktop company file.

 
If the same thing happens, we can open the invoices and manually tick the Email later option. Then, contact our Technical Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue.

 

Here's how to reach them:

 

  1. Click the Help icon on the top menu. 
  2. Choose QuickBooks Desktop Help
  3. Tap Contact us.
  4. Select Search for something else and enter your concern in the Tell us more about your question: field. 
  5. Tap Search. 
  6. Choose Start a Message or Get Phone Number to connect with our support. 

Visit our Sales and customers page for more insights about managing your customer transactions.
 
I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away.

tlester3672
Level 1

having some trouble with the "email later" option.

I have a similar issue but not exactly the same.  I use QB Point of Sale to generate my invoices by making the sale to a house credit account for each customer in QB.  When I do my end of day, each POS receipt that corelates to a customer account in QB is converted into an invoice with the terms set in QB.  I have customers that have email set as their preferred method for getting invoices.  I also have email later checked in preferences.  My issue is that when the data is input from point of sale, it does not check the email later option as it should.  For example, say I have company XYZ setup in QB as email preferred.  If I go into QB Customer Center and right click, create invoice, as soon as I click into the item section to add an item; the email later box switches from unchecked to checked.  If I go into the same XYZ company and create a sale in QBPOS, then do an end of day, a new invoice is generated in QB, but the email later box is unchecked.  It seems that the check box only works when the invoice is manually input in QB and doesn't work when the data is populated by the financial exchange between QB and QBPOS.  Any way to remedy this?

JasroV
QuickBooks Team

having some trouble with the "email later" option.

I got your back, @tlester3672.

 

Let's update your QuickBooks Point of Sale to isolate and fix the issue. This way, we can ensure the program is running on the latest features and fixes. I'll show you how.

 

  1. Sign in to your point of sale system as an admin.
  2. Go to the Help menu.
  3. Hover over to the Software Update
  4. Then select Check for updates. If QuickBooks finds an update, you'll see it as an option.
  5. Click Update now when you're ready, then select OK.

 

You can also use this link for the complete details: Update QuickBooks Point of Sale.

 

Once you're all set, you might want to check out these articles that can guide you effectively in recording your customers' payments: 

 

 

If there's anything else you need help with about invoices and your QuickBooks, you're always welcome to tag me in your reply. I'm always here ready to back you up!

tlester3672
Level 1

having some trouble with the "email later" option.

I have my software auto-download and notify me of updates.  I verified that I have the most up to date version.  When I generate a sale, I use charge to account.  I have an account for each of my customers in QBPOS and a matching customer in QB.  When I do an end of day, those sales to the accounts are transferred via the financial exchange function of QB. During that process an invoice is generated for each sale to the customer account that made that order.  At the end of the month, I send a statement to those customers with open invoices.  Issue one is that there is no way for a customer to pay online from a statement.  It seems a little ridiculous that this issue hasn't been resolved.  My customers sometimes may have dozens of invoices.  Some write checks and mail them in but many want to pay online now.  The only way that I have found to accommodate these customers is to send them an invoice for each via email with the ability to pay online activated.  They still must go in and pay each individual invoice, which still seems super antiquated for a software that's been around as long as QB.  But if when the transfer from QBPOS was made to QB the invoices were generated with the email later checked, I could use send forms, and combine invoices by company and reduce the amount of emails sent out.  It doesn't work because when the transfer is made, even though all the settings are correct, the invoices created during that process do not have the email later box checked.  I have to manually go into every open invoice individually and check that box . 100s of them every month to be able to send them out via email.  

Jen_D
Moderator

having some trouble with the "email later" option.

Thanks for posting here again, Lester.

 

I'm joining the thread to share additional insights to your invoicing concern.

 

For now, the option to let customers pay through statements is not yet available, but our Point of Sale team wants to hear from you. To log a suggestion to add payment links to customer statements, click on Send Feedback from the Help menu of your QuickBooks Point of Sale company file. Then, choose a category and enter your comments or suggestions before submitting. While we can’t promise a personalized response to every submission, rest assured our developers read all feedback and use it to improve future releases of Point of Sale.

 

Also, regarding the system not marking the email later option automatically, please contact our Technical Team for further assistance. They can diagnose the company file and help you further with your sales processing. Click this link to contact our agents: Contact Payments or Point of Sale Support

 

Please reach out to us anytime if you need further assistance with the Point of Sale processes. I'd be delighted to share additional insights whenever you need one. Have a nice day and take care.

tlester3672
Level 1

having some trouble with the "email later" option.

I have a new issue.  I dropped Point of Sale and I am generating all my invoices thru my Intuit QuickBooks Enterprise Solutions - Retail Edition 22.0.  I am a print shop and my large format printer allows me to enter some accounting information at the time of submitting to print.  This includes an entry for customer and job name.  Basically what my customers need in order to map accounting on their side.  My printer also tracks the square footage used in each print job and I bill out the job according to that sqftage.  I am using a 3rd party software to map the items and make it easier to import the billing data to QB.  It is called Zed Axis 16.0.  Everything is working great, except for one thing.  I can map a true setting in Zed Axis in the email later field.  When the invoices are created from the import, they have the email later checked, as they should.  What does not work correctly is that if I send out those invoices via email, even though I have that customer's default as being able to pay invoices online, the pay button is missing.  What I have to do is to go into the send forms screen, remove all the invoices to be sent, then open each one individually, select the email later checkbox and resave the invoice.  When I go into send forms after that, the pay button is on the emails.  I'm not sure at what point the pay button feature is being lost.  Can you give any insight as to why this would happen?

ZackE
Moderator

having some trouble with the "email later" option.

Thanks for getting back with the Community, tlester3672. I appreciate your detailed information.

 

You can turn on your Pay Now button by activating payments for all customers or specific customers.

 

Here's how to turn on online payments for all customers:

  1. In the top menu bar, go to Edit, then Preferences.
  2. Access your Payments screen and open its Company Preferences tab.
  3. From the Online Payments section, choose which payment methods you want to make available for all customers, then click OK.
  4. Select Apply to existing customers.

 

Here's how to turn on online payments for specific customers:

  1. In your top menu bar, go to Customers, then Customer Center.
  2. Find the customer and use their Edit icon.
  3. Open Payment Settings.
  4. From your Online Payments section, pick which payment options you want to make available to the customer.
  5. Select OK.

 

Now you'll be able to email invoices to customers with a Pay Now button on them.

 

If you keep having to alter these settings after each import to make your imported invoices display a Pay Now button, I'd recommend getting in touch with the support team at Zed Systems to see if something with Zed Axis is causing it to occur. Detailed steps for contacting them can be found on their website.

 

In the event they confirm it's nothing from your Zed Axis import causing the Pay Now button to not display on your imported invoices, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.

 

Please don't hesitate to send a reply if there's any additional questions. Have a lovely day!

tlester3672
Level 1

having some trouble with the "email later" option.

Thanks for the response.  I already have my customers setup for taking online payments.  Let me explain the problem further.  For instance: Let's say I invoice Customer XYZ manually for some prints.  When I start a new invoice for their company, email later is already checked when I select them.  After entering the item info, and saving the invoice, if I go to send forms, the XYZ invoice is listed and below the email template info there will be a note that says "This customer can pay due invoices online.".  If I use Zed Axis to import an invoice for the same customer, the email later is checked so it will show up in my send forms window but the note about receiving payment online is not there.  To remedy I am removing it from the send forms, opening the invoice back up, putting the check mark back into the email later box, saving, then using send forms and the pay online is there.  So the issue seems to be the selection of the customer.  When done manually, online payments work.  When imported, even though it is selecting the exact same customer account, the online payment feature fails.

Adrian_A
Moderator

having some trouble with the "email later" option.

I appreciate you for getting back to us, tlester3672.

 

I also acknowledge the steps you've made to remedy this issue. It helps me to eliminate other possibilities that cause this matter. 

 

Let's run other steps to resolve the disappearance of the Pay now button on the imported invoices. To start with, run the verify and rebuild steps. Here's how:

 

  1. From the Windows menu, hit Close All.
  2. Under File, select Utilities.
  3. Click Verify Data.

 

If you see a specific error message, there may already be an article for it. Try searching for it on our QuickBooks Desktop support site for instructions. If the system prompts you with Your data has lost integrity message, continue to the steps below to Rebuild Data to correct the problem. You can do this by selecting Rebuild Data on the Utilities tab under the File menu.

 

Also, if your customers want to pay the invoice partially, you can share this article with them: Make partial payments.

 

You can post in the forum whenever you have concerns with processing payments. Keep safe!

tlester3672
Level 1

having some trouble with the "email later" option.

I spoke with tech support at Zed Axis.  This is what they told me:

 

It is a limitation of the QuickBooks Desktop application interface they have not added a field were we can set a option to Allow Online Payment  

 

I tried switching to your online product but I could no longer use price levels which is very important to my business.  I cancelled my subscription to online and will go back to using desktop.  Can this field be added to the import feature of QB Enterprise Desktop?

Jen_D
Moderator

having some trouble with the "email later" option.

Thanks for posting here again, @tlester3672.

 

We acknowledge the need for some additional features in the software. While the option to add the price levels option in the QuickBooks Desktop import feature is not available, I'd recommend that you share this as a feature request or suggestion so our developers can review them.

 

To add your product suggestions for our developers, go to the Help menu and select Send Feedback Online.

 

Please note that the product updates are handled by our developers internally. For now, we can't provide the turnaround time if they will release additional preferences and enhancements. 

 

Reach out to back to me if you need further assistance while working with QuickBooks reports. I'm always here to help. Have a great rest of the day.

tlester3672
Level 1

having some trouble with the "email later" option.

I would rather have the Allow Online Payment field added to the import feature of QB Desktop.  This seems like it would be an easy fix...

Archie_B
QuickBooks Team

having some trouble with the "email later" option.

Adding that specific field is a wonderful idea, tlester3672.

 

You can send us feedback inside QuickBooks Desktop by following the steps outlined above by my colleague @Jen_D. Our Product Development Team will then review your suggestions along with the feature requests from the other users.

 

If you have follow-up questions or other concerns, please let me know. Take care and enjoy your day.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us