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lindseyy-complet
Level 1

Is there a way to send a batch of invoices (going to the same email address) that can all be attached in one single email?

A client is requesting one email with all of our monthly invoices attached to it.
4 Comments 4
IrishNinoJ
QuickBooks Team

Is there a way to send a batch of invoices (going to the same email address) that can all be attached in one single email?

Hello there, lindseyy. 

 

As of the moment, there's no option to send a batch of invoices in QuickBooks Online (QBO) that can be attached in a single email. As a workaround, you can download and send them outside of QuickBooks.

 

Here's how:

 

  1. Go to Sales and select Invoices.
  2. Filter the Date and tick the box you prefer to download.
  3. Hover to the Batch actions dropdown, then select Print.
  4. Click the download icon and save it to your local drive.

 

Also, I've added a screenshot for your visual reference.

New Project invoice.jpg

 

After that, you can send all the monthly invoices directly to your client using your personal email.

 

In addition, you can check out this article to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QBO.

 

I'll keep an eye out for your reply. If you have further questions about managing your invoices or any QuickBooks-related concerns, feel free to include them in the comments. We're here to assist you 24/7.

pbb2
Level 5

Is there a way to send a batch of invoices (going to the same email address) that can all be attached in one single email?

@IrishNinoJ I have tried this and when I hover or click on Batch Actions, nothing happens.  It will not allow me to select anything.  The drop down arrow does not work.  Any suggestions?

pbb2
Level 5

Is there a way to send a batch of invoices (going to the same email address) that can all be attached in one single email?

@IrishNinoJ  Nevermind, I figured it out

JamaicaA
QuickBooks Team

Is there a way to send a batch of invoices (going to the same email address) that can all be attached in one single email?

Hello there, pbb2.

 

Congratulations on figuring out the drop-down arrows to send a batch of invoices in the program. If you have any other sales transaction concerns, let me know. I'm always here to help you. Have a great day!

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