Quickbooks batch invoice creation

[lpopejoy]

How do we set invoice date & "to be printed" / "to be emailed" on the invoice batch?

[Support Team]

Re: Quickbooks batch invoice creation

The Batch Invoice Wizard uses the default settings you configured under Tools > Options > QuickBooks tab. So, if these options are enabled there it will affect batch invoicing (you may need to restart RangerMSP client in case you modified the settings there and want them to immediately affect the batch invoicing feature. The date is set automatically by QuickBooks.

Hope this helps.

[lpopejoy]

Re: Quickbooks batch invoice creation

Ok, thanks. Is it just me, or wouldn't it be helpful to have the same options that we have when we create an invoice "one at a time"? There, we are able to set invoice date and print/email options.

[lpopejoy]

Re: Quickbooks batch invoice creation

Any update on if we could possibly have this as a feature request to allow us to change these options on the batch creation window?

[lpopejoy]

Re: Quickbooks batch invoice creation

FWIW, going back through 75 invoices and checking "to be printed", save, next... Is something I would rather not do more than the two times I've already done it....

[Support Team]

Re: Quickbooks batch invoice creation

You should probably visit the Tools > Options > QuickBooks tab and review the defaults for the 'To be Printed', this way next time you run the batch it will be applied automatically. Anyway, we will definitely consider adding control over these defaults while activating the batch invoice wizard. Thanks.

[lpopejoy]

Re: Quickbooks batch invoice creation

The problem is that most invoices we create should NOT have the "to be printed" flag checked. Otherwise, the option you mention would, in fact, be perfect!

[Support Team]

Re: Quickbooks batch invoice creation

Aha, So if we get this right you want an individual per-invoice to-be-printed settings set before the batch runs. Noted. Thanks.

[lpopejoy]

Re: Quickbooks batch invoice creation

Right, so on the batch creation window, you should be able to control the invoice date and the to be printed/to be emailed settings for the batch of invoices that you are creating.

It seems like this would be very simple - since you have existing logic like this on your "single" QB invoice creation window.