how to email an invoice in quickbooks for mac

Repeat this process, as needed, until you have added all of the required line items into the line item area.

Before you create batch invoices in QuickBooks Desktop Pro, however, you should be sure you have the customers information recorded correctly within the Customers Jobs list in the Customer Center.

QuickBooks uses the customer information you have entered to fill-in the specific information for each customer when it creates the invoices.

This includes the customers Terms, Preferred Delivery Method, sales tax, and address information.

QuickBooks uses this information to specify the customers settings within each invoice created, as well as determine whether to print or email the invoice now or later.

Then select the Send Forms icon in the list at the left side of the Preferences dialog box that appears.

In the My Preferences tab to the right, ensure that the Auto-check the Email Later checkbox if customers Preferred Delivery Method is email checkbox is checked.

Customers with a Preferred Delivery Method of Mail will have the To be printed checkbox checked within their batch invoices in QuickBooks Desktop Pro.

You can click the OK button in the message box that appears, if needed.

In the Batch Invoice window, then select the customers for whom you want to create batch invoices in QuickBooks Desktop Pro.

To create a one-time batch invoice for customers, select the names of the customers or customer jobs from the left list and then click the Add button to move them into the list at the right side of the dialog box.

Then click the Save button to create the group in the right list.

Then select the names of the customers or customer jobs to add to the group from the left list and click the Add button to add them into the group at the right side of the window.

In the future, you will be able to select the name of the billing group you created from the Billing Group drop-down to automatically select those customers in the group when creating batch invoices in QuickBooks Desktop Pro.

You can also select customers in a billing group and click the.

First, select the name of a billing group in the left list to manage.

To rename the group, type a new name into the Billing Group field to the right.

To delete the billing group, click the Delete button below the Billing Group field.

Then click the Yes button in the confirmation message box that appears.

You can click the Close button in the Manage Billing Groups dialog box to close it and return to the Batch Invoice window when finished.

In this screen, enter the invoice date into the Date field and, if needed, select the invoice template to use from the Template drop-down.

Also, be sure to check or enter the value in the Amount column.

How To Email An Invoice In Quickbooks For Mac