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patrick-kennedy
April 2, 2019
Question

Can you print multiple invoices with their attachments in a batch format?

  • April 2, 2019
  • 1 reply
  • 0 views
I have approx 50 invoices I create monthly each with an attachment. I need to send each invoice and the associated attachment via one large email to an auditor every month (ie: an email with the invoice & attachment together x 50).

1 reply

J
Joyce_P
April 2, 2019

Hello there, patrick-kennedy.

 

QuickBooks Online can print the invoices itself, it will not include the attachment. Thus, there is a different way in printing the attachments.

 

Here's how: 

  1. Go to the Gear icon and click Attachment.
  2. Put a check mark of the attachment that you want to print.
  3. Click the Batch actions button and choose Export.
  4. Open the downloaded file, then print them.

Then, when sending invoices to your auditor via large email, you'll have to go back to your invoices and make sure to enter your Auditor's email in the Customer email field.

 

Here are the steps:

  1. Go to Sales and choose Invoices.
  2. Select the Invoice transaction.
  3. Enter your auditor's email in the Customer email field.

Once done, you can go back to the Invoices tab and check the Invoice transaction boxes. Then, click the Batch action button and click Send invoices.

 

Please let me know if you have more questions. 

P
patrick-kennedyAuthor
April 2, 2019

Thanks however this only allows for batch printing of invoices and batch printing of attachments. What I would like to do is print  the invoice and it's attachment as one file/PDF. At the end of the month (if I have 50 invoices and 50 attachments), I could then print each invoice with it's attachment and send in one email to the auditor (ie: 50 invoice+attachments = 2 PAGES each (100 pages total).

    B
    Brendita
    August 24, 2022

    Just wondering if you ever figured out how to print the invoice and attachment as one PDF file.  I have the same issue (I see your post is several years old - hoping they listened to you and did something!)

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