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Join nowI'm new to quickbooks so I'm learning as I go. My question is, is there a way to find the invoices due on a certain day of month and send them? I've tried the transaction list by date but it gives me invoices with a $0 amount on top of others.
Can anyone recommend a good workflow so that I am not continuously touching the same accounts over and over? Ex: on the 20th, I want to send out invoices due on the first. What is the easiest way to do that?
Also, I attempted different customer types but it didn't work to my advantage and I just removed them. What I was trying to do was differentiate CC customers from mail customers from email invoice customers so I can go in put what I'm looking for in and send out what I need. But since I made an Active Customer List and added everyone to it, I am unable to add any other types to the customer. Is there a better way?
Solved! Go to Solution.
Welcome, and thank you for choosing QuickBooks, laestrada!
Yes, we have reports that will show you the due dates of your invoices. The easiest one is the Invoices report in the Sales section, which allows you to send the transactions without opening them.
If you want to resend an invoice, just click the inverted triangle beside Receive payment and choose Send. On the prompt, you can change the To email address or click to change the Cc/Bcc email.
The other reports are the Invoice List and Open Invoices reports. They both show the due dates, but you need to open each invoice to send each of them.
If you have other questions about reports, feel free to go back to this thread. Have a good day!
Welcome, and thank you for choosing QuickBooks, laestrada!
Yes, we have reports that will show you the due dates of your invoices. The easiest one is the Invoices report in the Sales section, which allows you to send the transactions without opening them.
If you want to resend an invoice, just click the inverted triangle beside Receive payment and choose Send. On the prompt, you can change the To email address or click to change the Cc/Bcc email.
The other reports are the Invoice List and Open Invoices reports. They both show the due dates, but you need to open each invoice to send each of them.
If you have other questions about reports, feel free to go back to this thread. Have a good day!
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