List of customers with invoices for a current day, and then attaching an Aging report for them and emailing.
We are currently running Quickbooks Pro 2018. We import invoices from a CSV on a given day. However our accounting person then goes through customer by customer to send an invoice.
What we are looking to do is two parts. First we would like to generate a list of invoices for just the customers with invoices that were imported that day. Lets call it 20 invoices, once we have that list, we would like to click to email them, but also attach that customer's aging report with that invoice(without having to bounce between a million screens). Currently she is doing this all manually and its a nightmare. Any help here would be absolutely amazing.
What we are looking to do is two parts. First we would like to generate a list of invoices for just the customers with invoices that were imported that day. Lets call it 20 invoices, once we have that list, we would like to click to email them, but also attach that customer's aging report with that invoice(without having to bounce between a million screens). Currently she is doing this all manually and its a nightmare. Any help here would be absolutely amazing.
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Here is a decent How To that adds Balance Owing to an Invoice. This will be much easier than an aging statement
https://smallbusiness.chron.com/add-pastdue-amount-invoice-quickbooks-76228.html
https://smallbusiness.chron.com/add-pastdue-amount-invoice-quickbooks-76228.html
Pretend we didn't import the invoices. Lets say we created 20 invoices for a day, how do we easily send an aging report with each invoice to each customer without manually having to generate one for each customer then attaching it ?
I do not think you can attach a specific aging report with each individual invoice. No way I see to do that.
So then use the Balance Forward idea on the invoice. Works better and that part can be automated.
So then use the Balance Forward idea on the invoice. Works better and that part can be automated.
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Assuming you can import invoices and you are happy with them, you can:
1. Print forms to print them all.
2. Send forms to email them all.
Check and see if you can print Balance Owing on the Invoice. I think you can. That would be vastly easier than creating Aging Reports which will, I assure you, get trashed 95% of the time.