Print a Week of Invoices at Once
At the end of each week I print every invoice we sent. Opening them one at a time takes forever. Is there a faster way?
Select the week's invoices and generate them together. You get one PDF with every invoice in it, ready to print.
What you need
- The Advanced plan. Generating documents together is part of it.
Steps
- Click Connections in the sidebar, click your QuickBooks connection, and choose Invoices.
- Set From and To to the first and last days of the week, and click Search.
- Tick the checkbox at the top of the table to select every invoice on the page. If there's more than one page, click Next and tick it again on each page. Your selection carries over from page to page.
- Click Generate together.
- Choose your template, choose PDF, and choose One merged PDF.
- Click Start run.
- When it finishes, open the run from Batch runs in the sidebar and click Merged PDF.
You can leave the page while it runs. If it takes longer than a minute, you get an email when it's done.
Good to know
- One run can hold up to 100 invoices. For a busier week, run it in two halves, such as Monday to Wednesday and Thursday to Friday.
- Choose A ZIP of separate files instead if each invoice is going to a different person.
- The merged PDF can be downloaded for 7 days. Each invoice also stays in your Documents history.
- The same steps work for estimates, purchase orders and other documents, and with any template, such as a packing slip.
Related
- Batch Generation
- PrintNode, to send documents straight to a printer