Tuesday, August 19, 2008

An Enterprise user asks: “Is there a way to email invoices in a batch, instead of individually?”

You don't need to send forms one by one. If you have many forms to send, you can have QuickBooks hold them to be sent later in a single operation.

When you finish creating a form, do one of the following:
For invoices: Select the To be e-mailed or To be mailed through Quickbooks checkbox and save the invoice.
For estimates: Select the To be e-mailed checkbox and save the estimate.
For statements: Click E-mail, edit the cover note if you like, and click Send Later.
For invoices, estimates, sales receipts, and credit memos: Select the E-mail later checkbox and save the form.
For statements: In the Create Statements window, click E-mail, edit the cover note if you like, and then click Send Later.
Go to the Reports menu and click Invoices that haven't been paid. In Related Activities, click "Remind customers to pay overdue balances."
If you prefer, you can have QuickBooks automatically select this checkbox for you each time you create a form by changing your preferences for sending forms.
When you are ready to send the forms, go to the File menu and click Send FormsE-mail Forms.
In the Select Forms to Send window, check the forms listed. If you do not want to send a particular form at this time, click the checkmark that appears to the left of the form's entry in the list.
Forms that remain checked will be sent. Forms you uncheck are held to be sent at a later time.
If necessary, customize the cover note for each recipient:
Click the Down Arrow key to move the highlight to the next invoice or estimate in the list.
Click Edit E-mail to customize the cover note.
Click Send Now.

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