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Invoices are an integral part of any business. They are the means in which you are paid for your goods or services. They are also an important document to help with regular bookkeeping and accounting and for filing taxes. To help create and send invoices, many business owners rely on accounting software. One of the most popular accounting software tools on the market today is QuickBooks. 

While QuickBooks has many features to offer its users, there are some drawbacks. One of the most frustrating concerns invoices. Currently, QuickBooks does not have the ability to automatically send customers their statements and their invoice in one email. This is true even if the email address is the same, or even if sending it to the same customer.

A Closer Look At QuickBooks Invoices

To make invoices in QuickBooks, you have to first understand a few basic concepts. When you talk about Invoices in QuickBooks, you are referring to the Invoice you make to the Client. But when you talk about Bills, you are referring to the Invoice you record from the Supplier. These are totally different tasks.

Customer’s Invoice are created through the Customer Center. They are populated with the customer information, the item or service that you are going to sell, and whether taxes are applied or not. You can also format the entire invoice and designate what you want to be seen – from adding or deleting lines, adding a logo, and improving your footer for totals and subtotals. It is important to remember that Invoices are associated with ITEMS and Bills are associated with ACCOUNTS.

Instructions for emailing invoices from the official QuickBooks Support team:

 

First, activate the Electronic Invoice function (To send invoices to customers with QuickBooks, you must first activate this feature.) How to do it:

  • Go to Settings, then click Account and settings.
  • Go to the Sales tab, then in the Online Delivery segment press Edit.
  • In the drop-down menu Additional email delivery options, click Online Invoice


How to send an invoice to customers by email:

  • Create or open an invoice to customers.
  • In the drop-down menu below, on the right, click Save and send.
  • Make sure everything written in the email is correct.
  • Press Send and close.

 

How to send invoices to customers in batch. In addition to sending an invoice to individual customers, you can send several at the same time (in batch):   

  • Create or open an invoice to customers.
  • In the Customer email field, check the Send later box. This way, you can filter the invoices to customers that you still need to send.
  • In the drop-down menu on the right, press Save and close.
  • Do steps 1 to 3 for invoices to customers you want to send in batch.
  • In the Sales menu click Customer Invoices.
  • Check the boxes of the invoices you’d like to send to your customers.
  • Click Send invoices to customers.

 

Again, it is important to note that Invoices cannot be emailed along with Statements

through QuickBooks. 

 

There is an alternative…

 

You can save time and a potential headache by using FreshBooks. FreshBooks is simple and intuitive, so you will spend less time on paperwork and impress your customers with the professionalism of their invoices. Automate tasks such as billing, expense organization, time tracking and customer follow-up in just a few clicks. Control your business no matter where you are. With the FreshBooks mobile app, you can capture your expenses, send invoices and know when you get paid, all from the palm of your hand. Stop wasting precious time creating invoices, keeping track of payments and trying to figure out where your business is located. It makes billing simple and tracking expenses becomes an easy task.