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March 13, 2021
Question

How do I e mail my invoices ?

  • March 13, 2021
  • 1 reply
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1 reply

March 15, 2021

Welcome to the QuickBooks community, corcconstruction!

 

The option to email invoices to your customers is one of the staples of QuickBooks Online. It's available in all of the subscription packages and is a fairly simple process that I'd be delighted to outline for you.

 

When you create an invoice, there's a field included at the top of the form to enter your customer email address. All it takes to email out the form is to make sure that detail is entered, fill out the rest of the invoice information as needed, then select Save and send. If you're not seeing the Save and send option, it's included with the green save button at the bottom. Simply select the arrow beside the button to see the other saving options, including Save and send. This will then bring up a window where you can fill out the email as you'd like it and then send it off to your customer. Here's an article that can help you with emailing the invoice if you've already saved it without emailing: How to email or print an invoice

 

To simplify your workflow even more, you can save time by adding the customer email to their profile. That way, when you create a form for them, the program will include that as one of the prefilled fields. Check out the Add and manage customers in QuickBooks Online to see how to manage those profiles. In addition to that, here's an article that goes over how to customize your sales forms and the emails that go with them: Email and customize sales form

 

I hope this has been helpful. Don't hesitate to reply on this thread if you have other questions about this after reading the information I've shared.

 

Enjoy your week!