QuickBooks for Mac 2014 User’s Guide 94
2 On the Email Forms window, choose all the invoices in the batch.
3 Click Email.
4 Change the text in the cover email that will go to your customers so it'll sound good to your
customers. Important: Do not edit <<contacts>> at the beginning of the email. QuickBooks uses it to
put the name of each individual customer into the email that's attached to his or her invoice—so
that you don't have to.
5 Check Include text in emails to tell QuickBooks to send the cover email text to your default email
account.
6 Get ready to send out the emails with invoices attached:
a. If you want QuickBooks to send these emails now, do not check Save emails as drafts.
b. Click Send. QuickBooks sends the emails, with invoices attached as PDF forms, from your
business email account.
OR
a. If you want to review the emails in your default email account before you send them, check Save
emails as drafts. QuickBooks puts the emails with the invoices attached as PDFs into the Drafts
folder of your default email account.
b. Whenever you're ready, go over to your email account Drafts folder and send out your invoices.
7 Click OK to close the Review Invoices window. All the new invoices show up in the left wing of your
Invoices window.
Tips for batch invoicing:
! Want to print out the whole batch of invoices? Email the whole batch? On the Review
Invoices window, use the checkmark-shaped menu at the bottom left of the window to select all
invoices to print, select all invoices to email.
! A batch invoice isn't the same as a memorized transaction. You still have to create an invoice
for your group of customers every time you want to bill them.
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