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RyanCDS
June 27, 2022
Question

How do i send my invoices from my outlook

  • June 27, 2022
  • 2 replies
  • 0 views

i don't want to send my invoices from the  [email address removed].

 

i want it to send from my outlook account.

2 replies

Adrian_A
Adrian_A
June 27, 2022

Hi RyanCDS,

 

I know how you can use your Outlook email to send invoices.

 

You can change your customer-facing email on the Contact info page. Let me guide you through the steps:

 

  1. From the Gear icon, select Account and settings.
  2. On the Company tab, click the Contact info section.
  3. Enter your Outlook email in the Customer-facing email field.
  4. Click Save and then Done.

 

I've also added these references as your guide in sending an invoice and recording the payment:

 

 

You can always reach out to me by mentioning my name. I'll be around to help you out.

R
RyanCDSAuthor
June 27, 2022

thank you so much.

 

when my customer gets the email, in the subject bar it looks like the email is coming from [email address removed]. nowhere does it have my company email.

 

how do i change that.

G
Giovann_G
June 27, 2022

I'll share additional information about sending invoices, RyanCDS.

 

When sending an invoice to a customer in QuickBooks Online, you can use your company email or a different email address. The customer-facing email address is the one you use for customers to contact you. Only the default notification email will be displayed, and your company email will be showed only when viewing the invoice.

 

Currently, sending invoice from your outlook is unavailable in QuickBooks Online. You can also download the invoice and attach it to the Outlook email as an alternative.

 

Here's how:

 

  1. Go to the Sales menu, then Invoices tab.
  2. Locate and open the invoice that you want to send.
  3. Click the Print or Preview, then choose Print or Preview.
  4. Hit Download and save the file to the computer.

 

Check out the following articles below for more insights:

 

 

I'm adding this resource to learn about personalizing sales forms to display information that matters most to your business: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have further questions or other QuickBooks concern, don't hesitate to add any details below. We're always available to help you.

B
burkdoll83544
June 28, 2022

You can easily share information and documents, such as sales and purchase orders and invoices, by email directly from Business Central, without having to open an email app.

You can send almost all types of documents as PDF attachments. Alternatively, you can set up a report layout that includes information from the document in the email text, along with text that makes the email more friendly, for example, a standard greeting. For more information, see Managing Report and Document Layouts.
When you send invoices, you can make it easier for customers to make payments through a payment service, such as PayPal, by automatically adding information and a link to the service in the email. For more information, see Enable Customer Payments Through Payment Services.

To enable emails from within Business Central, start the Set Up Email assisted setup guide. For more information, see Set Up Email.

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