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March 15, 2021
Question

How can I email a customer?

  • March 15, 2021
  • 1 reply
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1 reply

Jen_D
March 15, 2021

Glad to have you here in the QuickBooks forum, @mietandneil,

 

I want to help you with this but I want to make sure what type of email are you trying to send? Is it a personal email from your business for purchases or reminders for overdue transactions? Any details will help me with your concern.

 

In the meantime, if you're referring to sending invoice reminders for unpaid invoices, we have the option to set automated emails to your customers. Here are the steps to do that:

 

  1. Tap the Settings ⚙ menu and select Account and settings.
  2. Go to the Sales tab, then on the Reminders section.
  3. Click the Edit ✏️ icon.
  4. Enable the Automatic invoice reminders option.
  5. Select the drop-down for Reminder 1, and click the slider.
  6. Set when to sent the reminder by selecting the days, before or after info.
  7. (Optional) You can create second and third reminders as needed.

 

Otherwise, if these emails are personalized for your business, QuickBooks is unable to send it for you. To send out messages to customers, you may use your business email for them.

 

Please post here again for additional details about the concern. I'll be right here to help you with your sales and customer concerns in QBO. Have a nice day!