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Level 2

Can I import a collections letter and then from the Sales/Invoices List select customers with a batch action to print out and mail the collections letter to?

 
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Best answer February 18, 2019

Best Answers
QuickBooks Team

Can I import a collections letter and then from the Sales/Invoices List select customers with a batch action to print out and mail the collections letter to?

Hi there, @ben8.  

 

Good to see you here in the QuickBooks Community. Allow me to provide some information about a collection letter.  

 

Currently, QuickBooks Online (QBO) doesn't have an option to import a collection letter and print/mail it using the customer's batch icon. I can see how this feature would be beneficial to your business, I encourage you to send feedback directly to our Product Developer for future updates.  

 

Here's how you can send feedback:

  1. Click the Gear Icon.
  2. Select Feedback.
  3. Click Next and choose Feedback under Category option.
  4. Select Save.

For future reference, you can check these articles: How to email or print an invoice.

 

Please know that your always welcome to post if you have any other questions. Wishing you and your business continued success.

View solution in original post

1 Comment
QuickBooks Team

Can I import a collections letter and then from the Sales/Invoices List select customers with a batch action to print out and mail the collections letter to?

Hi there, @ben8.  

 

Good to see you here in the QuickBooks Community. Allow me to provide some information about a collection letter.  

 

Currently, QuickBooks Online (QBO) doesn't have an option to import a collection letter and print/mail it using the customer's batch icon. I can see how this feature would be beneficial to your business, I encourage you to send feedback directly to our Product Developer for future updates.  

 

Here's how you can send feedback:

  1. Click the Gear Icon.
  2. Select Feedback.
  3. Click Next and choose Feedback under Category option.
  4. Select Save.

For future reference, you can check these articles: How to email or print an invoice.

 

Please know that your always welcome to post if you have any other questions. Wishing you and your business continued success.

View solution in original post

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