Emailing Invoices to Customers From QuickBooks
How to Email an Invoice to a Customer from
Within QuickBooks
Emailing your Invoices to your customers directly from within QuickBooks can really improve your cash flow, and keep your receivables low. Very convenient!
If you have not yet set up your customer in QuickBooks and created your Invoice you may do so now from these links. When you setup the customer, be sure to input the customer email in the email field.
To Email Invoices to Customers from QuickBooks
Online:
Step 1. Locate your customer's Invoice, by going to Customers in the left menu bar, then click on the customer to reveal their Invoices.
Step 2. Double click on the Invoice to open it, then click Save and send at bottom right.
To Email Invoices from QuickBooks Windows (Pro,
Premier, Enterprise)
Step 1. Go to Customers at top menu bar, and select Customer Center
Step 2. Click on the customer you need to send an Invoice to, then double click on the Invoice that displays in the list to the right to open it.
Step 3. Click Email in center of Invoice screen, then select Invoice.
Step 4. Enter the customer's email address if it is not already there, then click Send Now. (NOTE: The email will be sent from the email you input when you setup your company. If the email address is incorrect, go to Company, then Company Information and change it).
To Email Invoices to Customers from QuickBooks Mac
Step 1. Go to Customers at top menu bar, and select Customer Center
Step 2. Click on the customer you need to send an Invoice to, then double click on the Invoice that displays in the list to the right to open it.
Step 3. Click File, then E-mail Invoice as PDF
Step 4. Customize the email message, or choose to send Invoice without the message.
Step 5. Click Send.
Customer Setup & Management
- How to Set Up Your Customers in QuickBooks for Windows (Pro, Premier)
- How to Set Up Your Customers in QuickBooks for Mac
- How to Set Up Customers in QuickBooks Online
- How to Create an Invoice in QuickBooks
- How to Create an Estimate in QuickBooks
- How to Turn On the Estimates Preference in QuickBooks
- How to Progress Invoice in QuickBooks
- How to Turn On the Progress Invoicing Preference in QuickBooks
- How to Invoice Customers from Timesheets in QuickBooks Online
- How to Book a Bounced Check Against an Invoice in QuickBooks
- How to Create Items in QuickBooks for Mac for the Products and Services You Provide
- How to Record, Delete, or Edit a Sales Tax Payment in QuickBooks Online
- How to Record a Payment for an Invoice that Was Written Off in a Previous Year in QuickBooks
.png)
