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Email purchase orders

You can email purchase orders to your customers directly from QuickBooks. When you email a purchase order, your customer receives it as a PDF file email attachment along with a cover note.

First-time emailer from QuickBooks?

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

  2. Click send icon and then click Send.

  3. In the Edit Email Information window, check the email addresses in the To and From fields.

    The To field should show your customer's email address. The From field should show your company's email address.

  4. If other people should receive a copy of the purchase order, enter their email addresses in the Cc or Bcc fields.

    How do I enter more than one email address?

    You can 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.

  5. If needed, change the email message so that it is appropriate for your customer. To do so, click anywhere in the email message and enter your changes.

  6. (Optional) Edit the default email message for purchase orders.

    You can set defaults for the Bcc email address, the Subject line, and the text for emails by clicking Edit Default Text and entering information on the Company Preferences form. If you want to receive a copy of the email, enter your own email address in the Bcc field.

  7. Spell check the email.

  8. Click one of the following:

    • Send Now to send the email immediately.

    • Send Later to hold the email to be sent later, in a batch with other forms waiting to be sent.

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

  2. Do one of the following:

    • Click Email drop-down and then click Send. Your email program opens with the purchase order attached to the email.

    • To hold your purchase order to send later in a batch with other forms, select the To be emailed checkbox on the purchase order, and then click Save. When you're ready to send the batch, follow the steps to send a batch of emails.

  3. If you're sending the purchase order now, use your email program to:

    1. Check the email address in the To field.

    2. If other people should receive a copy of the purchase order, enter their email addresses in the Cc or Bcc fields.

    3. If needed, change the email message so that it is appropriate for the customer.

      How do I edit the default email message for purchase orders?

    4. 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.

See also

KB ID# H_EMAIL_PURCHASE_ORDERS
12/5/2016 4:47:44 PM
QYPPRDQBKSWS03 9138 Pro 2017 1c83d8