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Email invoices

You can use QuickBooks to email invoices directly to your customers using:

Outlook, Outlook Express, or Thunderbird

To do this task
  1. Open the invoice you want to send.

  2. Do one of the following:

    • To send the invoice now, click the Send drop-down arrow at the top of the invoice and select Email Invoice. Your email program opens with the invoice attached to the email.

      or

    • To send the invoice later with other forms, select the To be emailed checkbox on the invoice, and then click Save. When you're ready, you can send multiple forms at once.

  3. (Optional) To attach other forms to this email, create a PDF of each form you want to send and attach it to your email.

  4. When the email is ready, send it to your customer.

A web mail service

To do this task
  1. Open the invoice you want to send.

  2. Click the Send drop-down arrow at the top of the invoice and select Email Invoice.

    To enter multiple email addresses in the To, Cc, or Bcc fields, use commas (,) or semi-colons (;) to separate the addresses.

  3. (Optional) To change the email message, click anywhere in the email text and enter your changes.

  4. Spell-check the email.

    Checks the spelling of words in the Description, Memo, Notes, and Message fields of most sales forms and other selected lists and forms. As a general rule, whenever you see the Spelling button, you'll be able to spell-check a field in which text can be entered manually.

  5. Click one of the following:

QuickBooks E-mail

Note: QuickBooks E-mail is available only to certain QuickBooks users.

QuickBooks E-mail is only available to users who subscribe to 1 or more of these services:

  • QuickBooks Payroll

  • Intuit Merchant Services

  • Accountant's Copy File Transfer

  • QuickBooks Enterprise Full Service Plan

  • QuickBooks Billing Solutions

  • QuickBooks Pro Plus and Premier Plus

First-time emailer from QuickBooks?

If this is the first time you have attempted to email from QuickBooks, you are given the opportunity to register your email address with QuickBooks Business Services and to sign up for QuickBooks Billing Solutions and QuickBooks Merchant Account Service. Emailing from QuickBooks is free, but Intuit suggests you create a Business Services Account before you send your first email. You can use the same login information to access any service on the Intuit Business Services network.

Creating an Intuit Business Services account offers several benefits:

  • Allows our servers to identify you and your company so that we can process your service requests and provide you with a custom experience. This also allows us to send you pertinent messages related to the services you have subscribed to.

  • Allows you to access the Web-only features of your services from outside of QuickBooks.

  • Protects your data in case of computer problems.

  • Helps keep your account secure by verifying your identity.

  • By providing your login name and password each time you connect to Intuit Business Services, you help to keep your account access secure.

See also

Note: If you are a QuickBooks Billing Solutions and QuickBooks Merchant Service subscriber, you can enable the invoice for online payment, and your customer has the option of paying it online.

To do this task
  1. Open the invoice you want to send.

  2. Click the Send drop-down arrow at the top of the invoice and select Email Invoice.

    To enter multiple email addresses in the To, Cc, or Bcc fields, use commas (,) or semi-colons (;) to separate the addresses.

    Note: If you use the Billing Solutions delivery tracking feature, keep in mind that the form will be marked "Viewed" if any recipient on the Cc or Bcc list views it, including you.

    If you sign up for Billing Solution, you can track when your customers view the forms you send them by e-mail. Knowing whether a customer has opened your message can help you decide when to follow up with a second message or payment reminder.

    To use this feature:

    1. Sign up for Billing Solution.

    2. Go to the Customers menu, click Billing Solution, and then click Set Options Online.

    3. For more information about the feature, click Turn on/off e-mailed forms delivery tracking.

    See also

  3. (Optional) To change the email message, click anywhere in the email text and enter your changes.

  4. Spell-check the email.

    Checks the spelling of words in the Description, Memo, Notes, and Message fields of most sales forms and other selected lists and forms. As a general rule, whenever you see the Spelling button, you'll be able to spell-check a field in which text can be entered manually.

  5. If you subscribe to QuickBooks Merchant Service, and if you want to give your customer the option to pay you online, be sure the Allow online payment checkbox is selected.

  6. Click one of the following:

See also

KB ID# H_EMAIL_INVOICES
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