QB Issue Resolution:
I’m glad you reached out to the Community about this. I’d be happy to clear this up for you.
Yes, you’re correct. In QuickBooks Desktop, you can send invoices by batch through the Send Forms option as well as when you Create Batch Invoices. In case you’ll need a guide on how to do this, I’d be happy to share the steps with you below:
Here’s how to send invoices through the Create Batch Invoices option:
- Go to Customers menu.
- Click Create Batch Invoices.
- Select the billing group or choose customers and click Next.
- Choose the line items for the batch invoice and click Next.
- Click Create Invoices.
- Choose Email.
- Select the forms you want to send, and then click Send Now.
To send batch invoices through Send Forms, here’s how:
- Go to File menu.
- Click Send Forms.
- Check the transactions you want to send.
- You can click Edit is needed then click Send Now.
I’ll leave you with this article about sending forms by batch: Send forms by batch in QuickBooks Desktop.
Resolution for Issue 'Send Forms vs Create Batch Invoices' available: Yes (Solved).
Source: Intuit Community forum.
Send Forms vs Create Batch Invoices: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Customers menu
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