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November 3, 2022
Question

How to add a hyperlink to a quotation/invoice or quotation/invoice email cover letter?

  • November 3, 2022
  • 1 reply
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1 reply

MichelleBh
November 3, 2022

I know how to add an invoice/quotation link to an email cover letter, @FatB0b-1960. I'm happy to share the entire process with you so you can complete your tasks as soon as possible.

 

In the invoice form, select the Save and share link button. This way, QuickBooks will generate a link for you to include in your email. Proceed with the following steps:

 

  1. Click the Plus icon and then select Invoice. If you have previously created invoices, you can open them by going to the Sales menu. 
  2. Pick Save and share link in the drop-down or press Ctrl Alt L
  3. Hit Copy link
  4. Paste the link to your cover letter email. 

 

Visit this article to find out the several options for saving or sharing invoices: Create invoices in QuickBooks Online.

 

Read through the articles below to learn how to create custom invoice templates and record invoice payments manually in QuickBooks: 

 

 

Please let me know if you have any problems managing your templates or invoices in the future. I'm always willing to assist. Stay safe.