Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

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.

  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

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.

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

  4. Spell-check the email.

  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
8/30/2015 8:54:53 AM
QYPPRDQBKSWS04 9125 Pro 2015 f08b9e