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CAF1
Level 1

List to show if I marked print invoice or email invoice

I type up 90 invoices a day and am looking for a quick report to confirm I have marked all invoices with either print invoice or email invoice. I found in transaction list by date I can add the print column and it will show an X that confirms I have filled the information in, but cannot see where I can put the column where I checked to email invoice.  It would make it much easier to find which ones I may have missed marking if I could find a report.

3 Comments 3
ReyJohn_D
Moderator

List to show if I marked print invoice or email invoice

Thanks for posting a question here in the Community, @CAF1.

 

I understand how convenient it is for you to be able to mark the invoices as "emailed". However, we can only mark them with "print" status when running the Transaction List by Date report.

 

As a workaround, you'll want to export the report to Excel. Then, manually add the "Emailed" column. Here's how:

 

  1. Go to the Reports menu, and then choose Accounts and Taxes.
  2. Select Transaction List by Date, and then mark it with a Print status.
  3. Pick the Dates you want, and then click Refresh.
  4. Click the Excel drop-down ▼, and then choose Create New Worksheet.
  5. Pick in a new workbook option, and then hit Export.
  6. Once exported, you can add the Emailed column for the sent invoices.

A49.PNG

Also, you can send your invoices by batch. Then, check them in your email. Here are the steps how:

 

  1. Click the Customers menu, and then choose Customer Center.
  2. Choose the customer name, and then open an invoice.
  3. Pick the Email drop-down ▼ at the top, and then select Batch.
  4. Put a check mark to all invoices you want to send, and then hit Send now once ready.
  5. Then, check your email for the sent invoices.
    A50.PNG

You may want to customize your reports in QuickBooks Desktop to personalize their info: Customize reports.

 

I'm around in the Community if you have more questions about managing your reports or anything else related to QuickBooks. Take care and stay safe always.

CAF1
Level 1

List to show if I marked print invoice or email invoice

So there is no report that will show what I have marked as "print" and what I have marked as "email" to confirm I checked off one or the other? Basically I would more need a report to confirm I checked off "email later" so at the end of the day I can check quick to see if I remembered to check it off with each invoice.

CAF1
Level 1

List to show if I marked print invoice or email invoice

I am thinking there is no report I can run at the end of the day to confirm whether or not I remembered to check off print or email? My main concern is one report I can run at end of day and confirm I have checked off email. 

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