Hello, km22.
I'll chime in and give a brief information about the Combine forms to a recipient in one email function.
Since the last post, we're still unable to select a specific email template when the Combine forms to a recipient in one email option is checked.
QuickBooks will always use a generic email body if multiple invoices are selected under a single customer on the Send Forms screen.
In the meantime, I would suggest using the workaround you've used (provided by ZackE).
To further expedite the requests from other users, I would recommend sending feedback to our developers. To reiterate the steps:
- Go to the Help menu.
- Hover on Send Feedback Online.
- Select Product Suggestion.
- Enter your suggestions about the Combine forms to a recipient in one email option.
Our developers will take a look at your ideas and might reconsider them for future updates and improvements.
If you need to check on your Balance Sheet or income and expense transactions, feel free to use this article as your guide in pulling up reports: Understand reports.
If there's anything else you'd like to do regarding your invoices, let me know the details. Encountered any obstacles while managing your lists or reports? I can definitely help you out. Just reply here and I'll ensure your needs are taken care of. See you soon.
