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Email an invoice, statement, or estimate to yourself

Another way to preview how an invoice, statement, or estimate will look to a customer is to email it to yourself first. This takes longer than using Print Preview, but you will see the cover note along with the attached invoice, statement, or estimate. Print Preview does not display the cover note.

To do this task
  1. Open the invoice or estimate.

  2. Click Send drop-down menu button and then click Send.

    For invoices and estimates, click on the toolbar and click Email Invoice (for invoices) or Send (for estimates).

  3. In the To field, enter your email address.

  4. Click Send Now.

  5. Click No when asked if you want to use the email address for future emails to this customer.

  6. Start your email program and open the message you sent to yourself.

  7. When you're ready to send the message to your customer, open the invoice, statement, or estimate again.

  8. Click the Email drop-down arrow and then click Send.

  9. Click one of the following:

    • Send Now to send the invoice, statement, or estimate immediately.

    • Send Later to hold the invoice, statement, or estimate to be sent later, in a batch with other forms waiting to be sent.

See also

11/22/2017 6:49:05 AM
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