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Chris2023
November 28, 2024
Question

Is it possible to send out multiple invoices attached to one email?

  • November 28, 2024
  • 1 reply
  • 0 views
I often need to send multiple invoices in one go for a specific account. Currently, I have to save each individual one as a pdf and manually attach them to an email, which takes a lot of time. Batch Actions does not work for this as it sends out a new email for every single invoice... fine for separate accounts, but I can't send 20 emails to one customer! It needs to be one email with 20 attachments. Thank you

    1 reply

    M
    MAnneJ
    November 28, 2024

    Combining multiple invoices into one email can streamline your process and enhance your experience by reducing the number of emails you need to manage, Chris2023. However, this function isn't available in QuickBooks Online (QBO). Let me discuss this further.

     

    Currently, our product does not include the feature to send multiple invoices to the same customer. As a workaround, you can create a Statement for your customer. Doing so will cover the invoices that have been paid within a specific period. 

     

    Otherwise, you can consider using third-party applications that integrate with QBO for this function.

     

    Here's how: 

     

    1. In the left panel, navigate to Apps. 
    2. Select Find apps. 
    3. In the Search field, enter the keyword, or look for a specific connector app.

     

    Additionally, you might want to visit this article to learn how to personalise your sales forms: Customise invoices, estimates, and sales receipts in QBO. 

     

    Should you need further assistance managing your invoices, feel free to add your questions in the comments. Have a great day. 

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