Skip to main content
S
Stackhouse Sanitation LLC
April 25, 2023
Question

Separating emailed vs printed statements and invoices

  • April 25, 2023
  • 2 replies
  • 0 views

I have a list of customers that receive a recurring invoice every month. Some are set up with an email and some want a printed invoice or statement. I prefer sending out statements but I need to know how to seperate the statements that are emailed so I don't print them out and send them a mailed one. Also, the same for invoicing. I want to be able to separate who gets theirs emailed and the rest of the list I need to print. Please help make this easier for me each month!

2 replies

A
Ashleigh1
April 25, 2023

Hello Stackhouse Sanitation LLC, thanks for posting on the Community page, there is no way to do this you can leave it as feedback within the main cogwheel. If you have setup a recurring template for the invoices then those will be emailed to your customer however if you want to send the printed invoices, you would need to download the invoice as pdf and print it then send it to your customers manually. Same goes for statements, you need to do it manually. There is no way to get a list of who is emailed and who is printed or to separate the two. 

S
Stackhouse Sanitation LLCAuthor
April 25, 2023

I understand, but what is the purpose of the sales form delivery options? If I wanted to email invoices automatically, wouldn't it give me a way to to separate the ones that aren't set up to get emails so I wouldn't have to download the emailed invoices as a pdf to print? 

G
GebelAlainaM
April 25, 2023

Thanks for getting back to the thread, Stackhouse. I'll make sure to provide you with the information you need to sort things out.

 

In QuickBooks Online (QBO), the purpose of the sales form delivery options is you can enable PDF attachments to the invoices. However, you're unable to separate the ones that aren't set up to get emails. With that, you'll have to do it manually, like downloading the emailed invoices as PDFs to print.

 

You can check out this article for more details on personalising your sales forms in QBO: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

I've also added this guide for future reference: Record invoice payments in QuickBooks Online.

 

Keep me posted if you need more help managing invoices and other sales forms in QuickBooks. I'll be happy to help you. Take care always!

paul72
paul72
April 26, 2023

Hi @Stackhouse Sanitation LLC 

This may not be exactly what you're looking for but you can set invoices (& recurring invoices) to Send Later or Print Later.  This can either be done per invoice or per customer (Sales Form Delivery Option in the Customer Settings).

 

Then - in All Sales view from the Dashboard (https://app.qbo.intuit.com/app/sales) you can filter by Delivery Method for batch print or send.  Once printed, the invoices are Marked Printed & won't be shown on this filter again.

 

I don't use QBO Statements so I can't tell you whether there's a similar filter for those or not.

 

Hope this helps.

Terms & ConditionsAccessibility statement