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Send single statements by e-mail

You can e-mail statements to your customers directly from QuickBooks. When you e-mail a statement, your customer receives the form as a PDF file e-mail attachment.

If you enable the statement for online payment, your customer has the option of paying it online.

To do this task

  1. Go to the Customers menu and click Create Statements.

  2. Select One Customer; then choose the customer's name from the drop-down list.

    If you want to send a statement for a particular job for that customer, select the job name.

  3. Click View Selected Customers to verify your selection.

  4. Click E-mail.

  5. In the Edit E-mail Information window, review the e-mail addresses shown in the From and To fields.

    The From field must show your company's e-mail address. The To field must show your customer's e-mail address.

  6. If other people are to receive a copy of the statement, enter their addresses in the Cc or Bcc fields. Use commas (,) or semi-colons (;) to separate the addresses.

    Note: If you use the Billing Solutions delivery tracking feature, the invoice or estimate will be marked Viewed if any recipient on the Cc or Bcc list views it, including you.

  7. If necessary, customize the cover note so that it is appropriate for your customer.

    Click anywhere in the note text and enter your changes.

  8. (Optional) Edit Template

    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.


  9. (QuickBooks Billing Solutions) To give your customer the option to pay you online, make sure that the Allow online payment checkbox is selected.

    Note: This option appears only if you are subscribed to QuickBooks Billing Solutions.

  10. Click one of the following:

    • Send Now To send the statement immediately.

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

See also

10/27/2016 11:43:16 AM
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