Email or print multiple sales forms in QuickBooks Online
by Intuit•2• Updated 1 month ago
Learn how to email or print multiple invoices, sales receipts, and quotes now or later.
Once you create your sales forms, you have the option to email or print them now or later. You can also email or print them in batches instead of one at a time.
Email or print multiple sales forms now
To send multiple invoices or sales receipts now:
- Go to Sales and select All sales (Take me there).
- Select the checkboxes for the sales forms you want to email or print. You can also filter by transaction type, date, customer, or status.
- In the Batch actions ▼ dropdown, select Send or Print.
Email or print multiple sales forms later
If you want to email or print sales forms later, mark them as you're working on them. This helps you find the form when you're ready to email or print.
Note: This option isn't available yet for the new quote and invoice layout. Find out which layout you have. |
Step 1: Mark sales forms to email or print later
While you're working on a transaction form, select one of the following options:
- Select Send later to email it later (if available).
- Select Print or Preview and then Print later to print it later (if available).
When you're finished, select Save and close to close the transaction (don't select Save and send)
Step 2: Filter to batch email or print
After you’ve marked your forms to print or email, filter your sales list:
- Go to Sales and select All sales (Take me there).
- From the Delivery method ▼ dropdown, select Send later or Print later.
- Select the checkboxes for the sales forms you want to email or print. To mark them all, select the checkbox next to the DATE column.
- From the Batch actions ▼ dropdown, select Send or Print.
Make sure you've emailed the form
- Go to Sales and select Customers (Take me there).
- Select the customer you want to check.
- Select the sales form from the Transaction List.
- Then, check for the following:
- If you see the Last Delivery message, QuickBooks sent the email.
- If you don't see the message, you still need to email the form.
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