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R
RHS LARRY
June 14, 2024
Question

email later, estimates and invoice

  • June 14, 2024
  • 1 reply
  • 0 views

hello,

we are looking for a way to email invoice to some customers as needed, some customer may still need mailed invoice.

 

i have tested the email later settings and this seems to do what we need, but there is one major problem.

 

when we email an invoice to a customer to get a purchase order, the email later box gets unchecked, just have to remember to check it after every invoice.

 

then i thought about emailing an estimate to a customer to get a purchase order.  once the previously emailed estimate is converted to an invoice, the emailed later check box remains unchecked.  since this invoice has not been emailed i would think the email later check box should be check.

 

any work arounds on this? 

1 reply

H
Heide DC
June 14, 2024

I know the importance of the email later checkbox getting unchecked after sending an invoice or converting an estimate to an invoice in QuickBooks Desktop (QBDT), @RHS LARRY.

 

After sending an invoice to a customer via email, the Email later box will remain unchecked as it has the invoice has already been sent, and it will not appear in the Send Forms window.

 

Similar to estimates, when you email it to the customer, the Email later box will also be unchecked. By the time, you convert to an invoice, the email is still unchecked later, it can't be checked automatically since the estimate is unchecked.

 

As a workaround, you can manually check the invoice if the email later box has been unchecked whenever you email the invoice to your customer.

 

Also, I suggest sending feedback to our product developers. With this, they can further improve your experience and consider implementing it in future updates.

 

  1. Click the Help option.
  2. Select the Send Feedback Online option.
  3. Choose the Product Suggestion option. A pop-up window displays.
  4. Enter your feedback suggestion.
  5. Click the Send Feedback button to submit.

 

Additionally, you can check this article that will help you manually correct errors: Verify and rebuild data in QuickBooks Desktop for Mac.

 

You can click the Reply button if you need anything else about managing invoices in QBDT. We're always here to help. Have a good one.

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