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joneill1186
Level 4

To Email box checked

Hi all! 

 

In the beginning of the year, we thought we were going to email invoices. We ended up not doing that, but we will be trying to start that up for the new year. Unfortunately, we never turned the auto "to email" setting off so we have thousands of invoices that still "need emailed". Is there a way to quickly clear this out or I do I have to go through each invoice and uncheck? 

 

Thanks, 

Solved
Best answer December 16, 2020

Best Answers
ReyJohn_D
QuickBooks Team

To Email box checked

You can count on me, @joneill1186.

 

You don't need to open the to be emailed invoices and uncheck the Email Later option manually. I've got a way to remove or clear them at once in QuickBooks . Follow along below to get this sorted out right away.

 

Here's how to do it:

 

  1. Go to the File menu at the top.
  2. Select Send Forms.
  3. Choose all the invoices you want to clear out.
  4. Click Remove to clear them.
  5. Select Close.

Also, you can turn off the auto-check email later option on the Preferences page. This way, you can manage what invoices to send moving forward. Let me guide you how:

 

  1. Click the Edit menu, and then choose Preferences.
  2. Select Send Forms, and then go to the My Preferences tab.
  3. Make sure the Auto-check the "Email Later" checkbox if customer's Preferred Delivery Method is email is disabled.
  4. Click OK when you're ready.

The good thing is, you can personalize your invoices to get the details that you need. For more insights about this, please see this article: Use and customize form templates.

 

I can provide more tips and guide if you have other questions about managing your invoices. I'm always around to help you.

View solution in original post

3 Comments
ReyJohn_D
QuickBooks Team

To Email box checked

You can count on me, @joneill1186.

 

You don't need to open the to be emailed invoices and uncheck the Email Later option manually. I've got a way to remove or clear them at once in QuickBooks . Follow along below to get this sorted out right away.

 

Here's how to do it:

 

  1. Go to the File menu at the top.
  2. Select Send Forms.
  3. Choose all the invoices you want to clear out.
  4. Click Remove to clear them.
  5. Select Close.

Also, you can turn off the auto-check email later option on the Preferences page. This way, you can manage what invoices to send moving forward. Let me guide you how:

 

  1. Click the Edit menu, and then choose Preferences.
  2. Select Send Forms, and then go to the My Preferences tab.
  3. Make sure the Auto-check the "Email Later" checkbox if customer's Preferred Delivery Method is email is disabled.
  4. Click OK when you're ready.

The good thing is, you can personalize your invoices to get the details that you need. For more insights about this, please see this article: Use and customize form templates.

 

I can provide more tips and guide if you have other questions about managing your invoices. I'm always around to help you.

View solution in original post

joneill1186
Level 4

To Email box checked

My man! 

Thank you so much. I am in the process of doing this now. It's taking a long time because we had so many invoices. This will be super helpful. We wont turn on the auto "to email" preference until we plan on going live with this. 

Thanks! 

ReyJohn_D
QuickBooks Team

To Email box checked

You're most welcome, @joneill1186!

 

I'm glad to know that the steps I've provided helped you achieve your goal!

 

Meanwhile, I'll be adding these handy resources for more QuickBooks tips: Help articles.

 

You can always get back to me or post new questions here in the Community. I'll be here to provide another guide or two to ensure your success with QuickBooks. Take care!

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