Question

Problems batch sending Invoices and Statements

Forum|Forum|1 year ago
September 23, 2024
2 replies
17 views

Hi, is anyone having trouble sending Invoices and Statements? This initially started last June month end where when I batch sent Invoices from 'All Sales' loads of them didn't send and I only found out when customers contacted me. I then went into their account and it told me that emails were invalid - which isn't true because I have been emailing to these email addresses for years. We then started sending them in batches of 20 or 30 (which is tedious when I have approx. 1500 invoices for 450/500 customers ). We did the same for Statements.

Roll on last month's end and we did the same. However, this time multiple customers contacted me to say they did not get their invoices. When i checked my inbox(as i have a copy going to my own email address) the invoices mentioned actually were not there. That means that they didn't actually go! So customers got some invoices and not others (which disproves the 'invalid email address' error given originally)

Then the Statements, first sent on 5th (nothing in Outlook inbox either) so we sent them again on the 10th. Again some customers got them, some didn't.

When i contact QBO Support - multiple times- i get told it escalated to the engineering team. Its been nearly 3 months now and no progress and I am facing into another month end without the issue resolved.

I have 2 questions - a. is anyone else in the same boat and b. has anyone any ideas on how to fix this myself ?

thanks (and sorry for the long post!)

QuickBooks Online

C

Carl

Moderator

This isn't the experience we want you to have when batch-sending invoices and statements in Quickbooks Online (QBO), @MarionOB. Let me provide info about this.

Rest assured that our Support Team is continuously investigating issues with sending out invoices to customers via email. Although you've already contacted them, feel free to reach out again for updates. They have the tools needed to investigate further what causes the issue and provide updates through your email whenever available.

I'll attach this article just in case you want to get an overview of your customers' outstanding balances and more: Run an accounts receivable ageing report in QBO.

I'd be open to any other questions about batch-sending invoices and statements in QBO. Take care.

M

MarionOBAuthor

Update : a month later and no closer to a resolution... radio silence from Quickbooks support.. 😞

G

GeorgiaC

Level 13

Hi MarionOB, thanks for getting back to this thread. It's not great to see that you're continuing to experience issues with the batch send function in QuickBooks.

I can see that this issue is currently being worked on by our product team under the investigation with reference INV-112629. While we don't have an ETA at the moment, we'll provide updates as soon as they become available by email. We appreciate your continued patience in the meantime.

M

Markhowarth

We have been asked by a customer for two years invoices going back in time and when i select the invoices and click send it says x invoices sent but yet no email address was given or asked for. This is 2026 and i am unable to send my VIP client a batch of invoices. Help.

R

Raldwin_D

QuickBooks Team

When you were setting up this VIP client in QuickBooks Online (QBO), was there an email address entered in their customer profile? QBO prompts you when you try to send invoices to customers without an email address, so it is best to check whether the email address associated with your client is up to date and free of errors.

To do this, go to the Customer Hub > Customers to view and edit your customers’ information. If you need to update or correct the customer's email address, clear the field and enter the new one, but note that this modification will not change the email on already existing invoices. To manage this, you can open each invoice one by one, and on the Review and Send screen, manually update the To email field to the correct address before hitting Send invoice.

If there are too many invoices to update individually, another workaround is to select all affected invoices, choose Batch actions > Print, save them as a PDF, and email the file directly to your VIP client from your own email. While not the most streamlined method, it ensures the invoices are delivered quickly in urgent situations.

Let us know if you have additional questions by replying to this thread.

M

Markhowarth

Thanks for the reply. The print batch was the chosen work around. Seemed to work well.

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