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Super Explorer *

Send Forms vs Create Batch Invoices

It "appears" that in QB Enterprise 2019, you can send invoices (batch) either from send forms or from create batch invoices.  Although send forms allows you to send more than invoices.

Is this correct?

Solved
Best answer 07-10-2019

Accepted Solutions
QuickBooks Team

Re: Send Forms vs Create Batch Invoices

Hello there, JOben.

 

I'm glad you reached out to the Community about this. I'd be happy to clear this up for you.

 

Yes, you're correct. In QuickBooks Desktop, you can send invoices by batch through the Send Forms option as well as when you Create Batch Invoices. In case you'll need a guide on how to do this, I'd be happy to share the steps with you below:

 

Here's how to send invoices through the Create Batch Invoices option:

  1. Go to Customers menu.
  2. Click Create Batch Invoices.
  3. Select the billing group or choose customers and click Next.
  4. Choose the line items for the batch invoice and click Next.
  5. Click Create Invoices.
  6. Choose Email.
  7. Select the forms you want to send, and then click Send Now.

 

To send batch invoices through Send Forms, here's how:

  1. Go to File menu.
  2. Click Send Forms.
  3. Check the transactions you want to send.
  4. You can click Edit is needed then click Send Now.

 

I'll leave you with this article about sending forms by batch: Send forms by batch in QuickBooks Desktop.

 

I've got you all the information needed about sending batch invoices. Stay posted if you have any other QuickBooks questions. I'm always here to help.

Moderator

Re: Send Forms vs Create Batch Invoices

Thanks for getting back to us, @JOben.

 

Yes, that's right. If you already sent them, they won't show on the send invoice by batch option. Additionally, the email later should automatically uncheck. In this case, since they still have a checkmark, let's perform some troubleshooting steps to see if this could be data damage.

 

Let's run the QuickBooks built-in diagnostic and repair tools called rebuild and verify data utilities. These tools will repair and notify you of data damage within the file.

 

Here's how:

 

1. Go to File, then select Utilities and Rebuild Data.
2. Choose OK. Follow the prompts to save a backup.
3. Click OK when you see Rebuild has completed.
4. Now, go back to File, then Utilities and select Verify Data this time.

190.PNG

 

If you see QuickBooks detected no problem with your data, click OK. You can continue using the company file. However, if the Verify finds an issue with your data, I highly suggest contacting our Phone Support team. They have tools such as screen-sharing that can check your account and further investigate.

 

Check out this article for the detailed steps on how to reach them: Contact the QuickBooks Desktop Customer Support Team.

 

I'm also including this article for additional troubleshooting steps in fixing data damage in QuickBooks Desktop (QBDT): Resolve data damage on your company file.

 

Please keep me posted if you have any additional questions or concerns about the process. I'll be here to help. Take care always.

3 Comments
QuickBooks Team

Re: Send Forms vs Create Batch Invoices

Hello there, JOben.

 

I'm glad you reached out to the Community about this. I'd be happy to clear this up for you.

 

Yes, you're correct. In QuickBooks Desktop, you can send invoices by batch through the Send Forms option as well as when you Create Batch Invoices. In case you'll need a guide on how to do this, I'd be happy to share the steps with you below:

 

Here's how to send invoices through the Create Batch Invoices option:

  1. Go to Customers menu.
  2. Click Create Batch Invoices.
  3. Select the billing group or choose customers and click Next.
  4. Choose the line items for the batch invoice and click Next.
  5. Click Create Invoices.
  6. Choose Email.
  7. Select the forms you want to send, and then click Send Now.

 

To send batch invoices through Send Forms, here's how:

  1. Go to File menu.
  2. Click Send Forms.
  3. Check the transactions you want to send.
  4. You can click Edit is needed then click Send Now.

 

I'll leave you with this article about sending forms by batch: Send forms by batch in QuickBooks Desktop.

 

I've got you all the information needed about sending batch invoices. Stay posted if you have any other QuickBooks questions. I'm always here to help.

Super Explorer *

Re: Send Forms vs Create Batch Invoices

Thank you and appreciate the article on sending batch invoices.  After reading the article, I have another question.  I currently have invoices with "send later" checked.  However, in most of those cases I have already sent the invoices.  When I go into create batch invoices, nothing populates, is that because I have already emailed them?

Moderator

Re: Send Forms vs Create Batch Invoices

Thanks for getting back to us, @JOben.

 

Yes, that's right. If you already sent them, they won't show on the send invoice by batch option. Additionally, the email later should automatically uncheck. In this case, since they still have a checkmark, let's perform some troubleshooting steps to see if this could be data damage.

 

Let's run the QuickBooks built-in diagnostic and repair tools called rebuild and verify data utilities. These tools will repair and notify you of data damage within the file.

 

Here's how:

 

1. Go to File, then select Utilities and Rebuild Data.
2. Choose OK. Follow the prompts to save a backup.
3. Click OK when you see Rebuild has completed.
4. Now, go back to File, then Utilities and select Verify Data this time.

190.PNG

 

If you see QuickBooks detected no problem with your data, click OK. You can continue using the company file. However, if the Verify finds an issue with your data, I highly suggest contacting our Phone Support team. They have tools such as screen-sharing that can check your account and further investigate.

 

Check out this article for the detailed steps on how to reach them: Contact the QuickBooks Desktop Customer Support Team.

 

I'm also including this article for additional troubleshooting steps in fixing data damage in QuickBooks Desktop (QBDT): Resolve data damage on your company file.

 

Please keep me posted if you have any additional questions or concerns about the process. I'll be here to help. Take care always.