Question

How to generate batch invoices, that will be sent via email, that has send later selected and add attachments. and how to send later?

Forum|Forum|2 years ago
December 8, 2023
1 reply
0 views

How do you generate invoices to be sent later that has a attachment?

QuickBooks Online

Thanks for notifying me about this matter, lmulkey4007. No worries, I've got the necessary steps to help you generate batch invoices.

QuickBooks Online provides a convenient way for users to create invoices, attach files, and send them later to customers. If you want to send it later as a batch, you'll need to ensure to enter the customer's email address correctly and select the "Send later" option.

Once you're ready to send these, you can follow the steps below to generate a batch invoice:

Go to Sales in the left navigation panel.
Select the All Sales tab.
In the Transaction Type dropdown, select Invoices.
Click on the Delivery method dropdown, then select Send Later.
Select the invoices you want to send.
Click the Batch actions dropdown, then select Send.

Moreover, once your customer processed their payments, you can record these payments to mark your invoices as paid and make your account accurate.

Also, you can run a Transaction List by Customer report to review all the transactions per customer and track the paid and unpaid invoices.

Keep us posted if you have other concerns with generating batch invoices and other QuickBooks-related inquiries. We're always available and ready to help you. Have a nice day!

T

Teton

With the update to the new invoicing what you just described no longer works. It use to work with the old invoicing but we were forced to update to a product that does not work. If you have a customer set up for emailing invoice with the proper emailed address. When you generate an invoice and try to send it later in a batch email, the invoices do not show up when you click send later. It just says No matching sales transactions found.

R

rvrfrf

Thanks for joining the Community and getting involved with this thread, Teton. I appreciate your detailed information.

I tested what you're saying out in our test drive account and was able to see my invoices that have a Send later delivery method after filtering transaction records on my All sales screen.

Here's an image showing my experience:

Since you have invoices with a Send later delivery method, but don't see them when filtering properly to see them, I'd recommend checking the browser you're using. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if your invoices marked as Send later display when filtering for them.

Here's how to access incognito mode in some of the most commonly used web browsers:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Option + P

If they show up while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.

In the event they continue not displaying while browsing in incognito mode, you'll initially want to try switching to another browsing application.

Here's a list of supported browsers:

Google Chrome - version 78 or newer
Mozilla Firefox - version 76 or newer
Microsoft Edge - version 75 or newer
Opera - version 68 or newer
Samsung - version 10 or newer
Safari - version 12 or newer

QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.

Here's our recommended operating systems and internet speeds:

Windows PC - Windows 10, Intel Core i3 or a comparable processor (2013 or newer) with at least 2 GB of RAM, or Windows 10, Intel Core i5 or comparable processor with at least 4 GB of RAM.
Mac - OS X El Capitan 10.11, OS X High Sierra 10.13, or newer.
Linux - QuickBooks works with Linux, but you'll want to make sure you're using a supported browser and our recommended internet speeds.
Internet connection - 1.5 Mbps to 3 Mbps or higher.

If you meet our system requirements, but are still encountering pages that aren't loading properly, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

Use the Help (?) icon.
Click Contact Us.
Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
Select Start messaging or Get a call.