Learn how to email or print multiple invoices, sales receipts, estimates, and other sales forms.
You can save time and print or email multiple sales forms as a batch instead of one at a time.
Email or print multiple sales forms now
To send multiple invoices or sales receipts now:
- Go to Sales and select All Sales.
- Select the checkboxes for the transactions you want to email or print. You can also select the Filter dropdown and filter by transaction type, status, date, or customer.
- Select Batch actions and then choose Print transactions or Send transactions.
Email or print multiple sales forms later
If you want to email or print sales forms later, mark them as you're working on them. This makes the form easy to find when you're ready to email or print.
Step 1: Mark sales forms to email or print later
While you're working a transaction form:
- Select Send later to email it later (if available).
- Select Print or Preview and then Print later to print it later (if available).
When you're finished, select Save and close to close the transaction (don't select Save and send)
Step 2: Filter to batch print or email
After you’ve marked your forms to print or email, filter your sales list:
- Go to Sales and select All Sales.
- Select the Filter dropdown menu.
- From the Delivery method dropdown menu, select either Send later or Print later, then Apply.
- Select the checkboxes for the transactions you want to email or print. To mark them all, select the checkbox at the top of the list.
Tip: Want to make sure you emailed a form?
- Go to Sales and select Customers.
- Search for and open the customer profile you want to check.
- Open the transaction from the list.
If you see the Last Delivery message, QuickBooks sent the email. If you don't see the message, you still need to email the form. |
