Glad to see you in QuickBooks Community, jacklschoer.
You can resend invoices via email by going to the Customer Transaction List.
To accomplish this, here's how:
Just repeat the steps provided above to resend other outstanding invoices.
Take a look at this article for more details: Email sales forms in QuickBooks Desktop.
For additional reference, I suggest checking out below links:
Should you have questions or need further assistance, let me know. I'm always here to help. Have a great day!
Is there any way to email them as a batch, rather than having to mark them "email later" individually?
Is there any way to email them again as a batch, rather than having to mark them all individually "email later"?
Yes, you can email invoices by batch, @jacklschoer.
Let me guide you on how to do it.
This batch email feature is available if you're using the QuickBooks Desktop for Accountant version.
Let me know if you have other questions. I'm always here to help.
Thanks for getting back to us, @jacklschoer.
You can change the email text by updating it on your preferences setting. To do this, please perform the following steps:
For other changes you need to apply to your template email, you can check this article: Customize email templates in QuickBooks.
I'll get back to you if you have additional questions. Wishing your business continued success!
I did that. However when I go to the Customers menu, and I select Income Tracker, and filter the transactions I want to view, and mark all the transactions I want to send, and select Batch Email, it is not showing the default email. It is showing the wrong email. It is showing the "Basic Email", which is a stock template and I can't edit it.
Thanks for keeping us updated, jacklschoer.
I have some steps that you can follow to help resolve data problems. Here's what you'll need to do:
For more detailed instructions, here's an article that you can check: Resolve data damage on your company file.
I'd appreciate if you'd let me know how things work. I'm always here to help. Have a good one!
Thank you for providing a screenshot to me to get a better picture of your concern, @jacklschoer.
I understand how it feels when you're unable to finish your task as soon as possible. Rest assured, I'll share some additional steps so you can batch email your invoices using your preferred template. This can be done by unchecking or re-checking the Email Later box on each invoice. I'm here to guide you through the steps.
For detailed steps, see the Solution 2 section through this article: Customize Email Templates. Once done, go back to the Income Tracker menu to send batch emails.
However, if the same issue persists, you can resort the template list. To perform the steps, see the The invoice does not save your Customized Invoice Template as the default section through this article: Troubleshoot Common Issues When Emailing Forms.
I'm here anytime you have other concerns. Take care always, @jacklschoer.
We have hundreds of past due invoices and finance charge "invoices". I need a way to quickly email blast all past due invoices to several different customers at once, in a matter of minutes (not hours).
When I use income tracker, I also have a very odd email cover letter that just references "your transactions" (not "your invoices"). I cannot find a "Transaction" template to edit in preferences anywhere. This is hidden somewhere in the back end, and I cannot update it. I also do not have time to go through each individual customer's email template and re-word it.
Additionally --- the invoices that get attached to the Invoice Tracker email option DO NOT HAVE THE PAYMENT OPTIONS on it (credit card, ACH).
1. Is there a way to mass-mark all past due invoices for "email later", so I can populate my "Send Forms" window? When I say "all", I mean is there a window somewhere that will list all invoices, where I can filter by due date, and then check a box that says "mark all", and click a blue button that say "email later". Similar in structure to the Pay Bills window....
2. Is there a way to force the PDFs attached to the Income Tracker emails to include the online payment options? I'm not particular whether the link appears on each PDF or whether the link is embedded in the email.
3. Is there a way to update the template for the "transactions" email that gets drafted through the Income Tracker?
For reference: I am running Quickbooks Desktop Enterprise 2018
Thanks for giving such detailed information about your concern, acctV.
Let's start with your first question. While it's possible to go into each past due invoice and check the Email Later box, the option to mark all past due invoices to be Email Later is not yet available. I know that being able to have this feature sounds convenient especially if you're dealing with hundreds of transactions.
For your second question, the online payment option can be applied when you create an invoice. However, including the online payment option to your attached PDFs on your Income Tracker is unavailable.
Lastly, you can update transaction's template drafted on your Income Tracker. To achieve this, just follow the steps outlined below:
I'm always here if you have any other QuickBooks questions. I'd be more than happy to continue helping.