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lindseyy-complet
May 8, 2024
Question

Is there a way to send a batch of invoices (going to the same email address) that can all be attached in one single email?

  • May 8, 2024
  • 2 replies
  • 0 views
A client is requesting one email with all of our monthly invoices attached to it.

    2 replies

    I
    IrishNinoJ
    May 8, 2024

    Hello there, lindseyy. 

     

    As of the moment, there's no option to send a batch of invoices in QuickBooks Online (QBO) that can be attached in a single email. As a workaround, you can download and send them outside of QuickBooks.

     

    Here's how:

     

    1. Go to Sales and select Invoices.
    2. Filter the Date and tick the box you prefer to download.
    3. Hover to the Batch actions dropdown, then select Print.
    4. Click the download icon and save it to your local drive.

     

    Also, I've added a screenshot for your visual reference.

     

    After that, you can send all the monthly invoices directly to your client using your personal email.

     

    In addition, you can check out this article to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QBO.

     

    I'll keep an eye out for your reply. If you have further questions about managing your invoices or any QuickBooks-related concerns, feel free to include them in the comments. We're here to assist you 24/7.

    P
    pbb2
    June 19, 2024

    @IrishNinoJ I have tried this and when I hover or click on Batch Actions, nothing happens.  It will not allow me to select anything.  The drop down arrow does not work.  Any suggestions?

    P
    pbb2
    June 19, 2024

    @IrishNinoJ  Nevermind, I figured it out 🙂

    K
    KiazzymaeC
    April 13, 2025

    Thank you for joining this thread, GaryCPA. I appreciate your efforts in troubleshooting the browser issue on your end. I've tested the Batch Action function here, and it appears to be functioning correctly. When sending invoices in batch, make sure to select the transactions first, as this will enable the Batch Action button. I'm here to assist you in sending your multiple invoices simultaneously.
     

    Please follow these steps to send multiple invoices at once:
     

    1. Go to the Sales menu.
    2. Click on the Invoices tab.
    3. Apply the appropriate filters for Type, Date, and Customer.
    4. Select the invoices you wish to send in batch.
    5. Hit Send to execute the batch-sending process.
       

     

     

    For more detailed instructions, refer to this article: Create and send multiple invoices in QuickBooks Online Advanced.
     

    If the issue persists, I recommend you try using another supported browser to perform the batch sending of invoices.

     

    Once your invoices are successfully sent out, you can move on to receiving payments. Here’s a useful article to guide you on how to record these payments: Record Invoice Payments. 

     

    Additionally, you might want to explore our QuickBooks Live Expert Assisted service to keep your books accurate and up to date. Our team of experts can assist you with matching and categorizing transactions, conducting monthly reconciliations, and preparing financial reports. With QuickBooks Live, you can have peace of mind knowing that your financial records are meticulously managed.

     

    If you have further questions regarding the Batch Action function not working, feel free to reply to this post. I'm here to help you! Have a great day! 

    S
    ShepardSigns
    May 1, 2025

    It will not give me an option to change the email I’m sending the invoices to

    M
    MirriamM
    May 1, 2025

    You can change the email address for sending invoices in QuickBooks Online by editing the recipient's email address, ShepardSigns.

     

    Here's what you'll need to do:

     

    1. On the Invoice page, edit the email address below the customers name.
       

    2. Enter the other necessary info.
    3. Choose Review and send.

     

    You can also visit the customer's profile to update the email address. Here's how:

     

    1. On the Customers page, locate and select the customer.
    2. Click the Edit button.
    3. In the Name and contact section, change the email address being set up.
       

    4. Click Save when done.

     

    If you are still unable to change the email address, I recommend accessing your QuickBooks Online account using incognito mode or a private window to rule out any cache issues.

     

    Here's how:

     

    • Press Ctrl + Shift + N (Google Chrome).
    • Press Ctrl + Shift + P (Firefox).
    • Press Command + Option + P (Safari).

     

    Once you are logged in, create an invoice and change the email address. If you encounter no issues, clear the cache in your default browser. If problems persist, try switching to a different browser, such as Firefox, Google Chrome, or Safari, as your current browser may be experiencing temporary issues with QuickBooks.

     

    If you need assistance recording invoice payments, I have a helpful resource for you: Record invoice payments. It’s easy to follow, so feel free to check it out anytime.

     

    In addition, we have a team of experts who can offer personal guidance on linking your accounts, automating tasks, and teaching the best bookkeeping practices to increase your efficiency. Check out QuickBooks Live Expert Assisted for more details.

     

    Visit us again if you have further questions when sending invoices or wanted to run reports for insights into your purchases and sales. We would be more than happy to guide you on how to access them.

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