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J
joemeilak
September 3, 2019
Question

How does the Send Later check box function work in the invoice section?

  • September 3, 2019
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

Kristine Mae
Kristine Mae
September 3, 2019

This functionality lets you send invoices by bulk and at a later time, Joemeilak.

 

Once you choose this option, here's how you can send them:

  1. Click Sales.
  2. Go to the Invoices tab.
  3. Select the invoices.
  4. Click Batch actions, then select Send invoices.

I've got a reference about emailing or printing an invoice. 

 

If there's anything else we can do for you, please don't hesitate to get back to this thread.

A
AlysonT
August 17, 2020

I am marking invoices to send later as not due until 1st September, but preparing now as have some 300 invoices to do. following your instructions, batch actions, but there is no option to bulk send invoices? what am I doing wrong?

DivinaMercy_N
DivinaMercy_N
August 17, 2020

Hello there, AlysonT.

 

I'm glad to share with you the steps on how to send bulk invoices in QuickBooks Online. Here's how:

 

  1. Go to the Sales menu and select Invoices.
  2. Mark the invoices you need to send.
  3. Click the Batch actions button.
  4. Choose Send invoices.

 

For more details, please refer to this article: Send an invoice. 

 

If you want to change the formats of your sales forms, you can use this article on how to customise forms in QuickBooks Online. This page also provides steps to create and design templates, personalise email messages, edit templates, etc. 

 

Please let us know if you have more questions related to your concern. We will get back to you soonest. Thanks.

L
lfasciano
November 24, 2021

I've selected to send 12 invoices later to the same customer.

When I process all 12 invoices, in the All Sales List will the invoices be sent out individually or batched as one pdf?

K
Kurt_M
November 24, 2021

We’re pleased to have you here in the QuickBooks Community, @Ifasciano. Allow me to share what I know about sending multiple invoices.

 

 You can save time and email multiple invoices as a batch instead of one at a time.

 

Follow these steps to proceed:

 

  1. Select the Sales menu, then navigate to the All Sales tab.
  2. Look for the checkboxes for the transactions you want to email. You can also select the Filter drop-down and filter by transaction type, status, date, or customer.
  3. Click Batch actions and then Send Transactions.

You can refer to this article if you want to learn more about how to Email or Print multiple invoices and sales forms.

 

Feel free to comment below if you have any other questions. Enjoy the rest of your week!

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