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devinmfmh
February 10, 2023
Question

Customers Not Receiving E-mailed Invoices

  • February 10, 2023
  • 1 reply
  • 0 views

All,

 

Hoping to receive some help with this. We are having issues with SOME customers not receiving our invoices from Quickbooks Desktop Enterprise. We are logged into our Microsoft 365 e-mail in Quickbooks and sending from there. From our e-mail side, the e-mails are showing as "Delivered" but customers are claiming they can't see them.

 

I have a feeling customer e-mail filters may be quarantining the e-mails - Microsoft 365 has quarantined QB invoices being sent to us in the past. I'm assuming it's the quickbooks payment link that is being tagged as phishing attempts or something along those lines.

 

Any ideas on how to resolve this? I feel like our options are limited as we have no control over customer e-mail filters... But I figured Quickbooks payments would have some sort of relationship with Microsoft to whitelist these if coming from Quickbooks.

1 reply

S
SirielJeaB
February 10, 2023

t's nice to see you back, and thank you for posting your concern in our community forum, @devinmfmh. I appreciate you for getting in touch with us. I'd be happy to give you some guidance on how to make sure that your customers receive their invoices.

As we value customer satisfaction, I understand how important it is that your customers receive their invoices in a timely manner. To begin, ensure that your QBDT is updated to the recent release so that you have the latest features and fixes. Here's how:

  1. Select Help, then Update QuickBooks Desktop.
  2. Select Get Updates after clicking Update Now.
  3. Close and reopen QuickBooks once the update is complete.
  4. When prompted to install the update, select Yes.
  5. Follow the on-screen instructions.
     

Then, let's set up your email service in QuickBooks Desktop to refresh its configuration. Let me show you how:
 

  1. Select Preferences in the QuickBooks Edit menu.
  2. Tap Send Forms.
  3. Choose Web Mail, then click Add.
  4. Choose your service provider from the drop-down menu and enter your email address.
  5. Check the Use Enhanced Security box and click OK.
  6. Sign in to your Intuit account when prompted.
     

More detailed steps and information about keeping your QuickBooks up-to-date and setting up your email service in QuickBooks Desktop can be found in the following articles:

 


Once done, resend the invoices. If you received the same result, please request that your customers check their Junk or Spam folders. If the email is still not there, they may need assistance from an IT professional or contact their service provider to configure some settings.


You can also read the following articles, which will serve as a guide for any future tasks involving sales forms and email handling in QuickBooks Desktop:

 


Feel free to visit us anytime if you need further help managing your invoices or emails in QuickBooks Desktop. I eagerly await the opportunity to assist you. Have a nice day!

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