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January 27, 2021
Question

We use the api to create sales receipts for orders placed on our website. It works but we we need the system to automatically email these receipts to customers.

  • January 27, 2021
  • 1 reply
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We use the api to create sales receipts for orders placed on our website. It works but we we need the system to automatically email these receipts to customers. Please advise on how we can achieve this inside quickbooks online. We need the recipts to automatically get emailed once they are created.

1 reply

PatriciaT
January 27, 2021

Hi team-clickstar-m,

 

It sounds like you're using a third-party app with QuickBooks Online to optimize the program. Making sure you have an emailing system that suits your business needs is essential. I'll be happy to guide you with this.

 

The Recurring transactions feature in QuickBooks Online enables you to create sales receipts templates with the option to Automatically send emails to your customers. Here's how.

  1. Go to Settings ⚙.
  2. Under Lists, select Recurring Transactions.
  3. Select New.
  4. Select Sales Receipt as the type of transaction to create, and then click OK.
  5. Enter a Template name.
  6. Choose a Type. and fill out your template.
  7. Select Automatically send emails.
  8. Save template.

 

And that's it! You can learn more about how to manage recurring transactions in the program here: 

 

In case you're using a third-party app to create your sales receipts, I encourage you to reach out to the App's developer for more information on how the automation should work. If you've integrated an app through the Apps menu in the program, you can find the App's developer information on your right when opening the App.

 

I hope this helps! You're always welcome to stop by if you need anything else.