Emailing monthly statement with invoices attached

I've come to help you email monthly statements and invoices in QuickBooks Desktop (QBDT), @baldwinelectric.

Currently, sending monthly statements with attached invoices isn't an option in QBDT. However, you can separately email them by batch.

As an alternative, you can manually attach the statement you've created to the invoice and send it. Here's how:

1. Create a monthly statement.
2. Create an invoice. Go to the Customers menu.
3. Select Create invoice.
4. Choose the recipient of the invoice.
5. Enter the rest of the invoice details.
6. Click Attach file.
7. Locate where you save the downloaded statement.
8. Click Done.
9. Choose Email Invoice.

When you have more than one invoice for one customer that you want to send together with the statement, you can send it by batch. Just choose one invoice where you can attach the statement.

The other option is for you to create both statements and invoices separately. Then, download them to your computer and send them as email attachments outside QuickBooks. 

Lastly, you can also send statements and invoices via the Collections Centre. Just make sure to enable this feature in your company settings. 

1. Go to Edit.
2. Select Preferences. 
3. Choose Sales & Customers.
4. Click the Company Preferences tab. 
5. Select the Enable Collections Centre to turn on.
6. Click OK. 

Once activated, here's how to send them:

1. Go to Customers.
2. Choose Customer Centre. 
3. Select Collections Centre.
4. Choose either the Overdue or Almost Overdue tab.
5. Click on the Select and Send Email link. 
6. Select the invoices and statements you want to send.
7. Fill in the From, Cc, Bcc, fields. Then, the invoices and statements will be attached to the email as a PDF file.
8. Click the Send button. 

You might also want to check this article for reference in case you need to learn some tips on how to personalize your invoice: Use and customize form templates.

Then, to further guide you in managing your business's growth using QBDT, you can check out this article: QuickBooks Help Articles. It includes topics about account management, banking, and expenses and vendors, to name a few.

Let me know if you have other emailing monthly statement concerns or inquiries about managing your invoices and other sales transactions in QBDT. I'm just around to help. Take care always.