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How does changing e-mail preference affect Billing Solution?

QuickBooks now lets you use Outlook or Outlook Express as your e-mail program. Please note that certain Billing Solution features are not available if you use Outlook or Outlook Express. If you use Outlook or Outlook Express, the following Billing Solution features will not be available:

  • Sending automatic payment reminders to customers with overdue invoices.

  • E-mailed Forms Delivery Tracking (a Billing Solution feature that lets you track if and when your customers view the invoices and estimates you send them by e-mail). However, Outlook/Outlook Express users can track their e-mails from their Sent box.

  • Allowing online payment for statements.

  • Adding a View Invoice button in e-mails that customers can click to go directly to the Customer Account Center to view and pay their invoices. With Outlook/Outlook Express, customers can still pay their invoices online by clicking the URL in the e-mail they receive to go to the Customer Account Center.

  • The ability of customers to view estimates in the Customer Account Center.

KB ID# H_SVC_QBBS_INFO_EMAIL_PREFS
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