To send invoices in QuickBooks, users must select Edit, Preferences, and then Send Forms. QuickBooks will then display an option to auto-check the ‘Email later’ checkbox if the customer’s Preferred Delivery Method is email; this is just a reminder to email the invoice to the customer. In case the user is unable to send an Email From QuickBooks or gets any type of QuickBooks Invoices printing problem check out previous articles.
Table of Contents
Using Gmail, Outlook, QB Email, Webmail, or Other Email Service to Send Invoice
Below this, there are three options to send invoices: via Web Mail, Outlook, and QuickBooks email. So, users have the option of sending the invoice via Gmail, Yahoo, Outlook, or even QuickBooks itself. One thing to remember is that if Outlook isn’t used frequently, the invoice will get stuck in the Outbox and remain unsent. So, only regular users of Outlook should use it to send invoices. In QuickBooks too, customers might not receive invoices to problems in configuring the mail. So, the safest method is to use WebMail, which is using any of the popular mail providers like Gmail, Yahoo, or Hotmail. Also, you can get direct help from the QuickBooks Enterprise Technical Support team for Email setup in QB
To do this, users must choose Web Mail from the options and select Add, which will open the Add Email Info window. Here, users must enter their sender’s email address in the first box and then whichever email provider they are using. This will automatically create all the settings for the email provider. Users should then select OK, which will add the preferred email address. Users can also include more than one sender’s email address.
Next, users can create their invoices or if these have already been created they should go to Main and choose Email, which will show a drop-down, from which Invoice should be selected. If there are multiple invoices to be sent, users should choose Batch. If still having issues with QuickBooks Enterprise Email Setup then contact the AccountsPro team. When Invoice is selected, the Send Invoice window will open, where users will have to enter their and recipient’s email addresses.
QuickBooks Customer Invoice Email Format
Now, a small box will appear detailing the salutation, the invoice number, the amount in dollars, etc. in the following format:
Dear Customer,
Your invoice-xxx for $xx is attached. Please remit payment at your earliest convenience.
Thank you for your business- we appreciate it very much.
Sincerely,
XYZ
Troubleshooting Email Invoice Problem QuickBooks Pro, Premier, Enterprise
When this is done, go back to Email, Invoice, and choose to Send Now. QuickBooks will then ask the user for the password, which will be the user’s email address. When this is done, QuickBooks will send the invoice email, and, in a few seconds, users will see the ‘Message was successfully sent notification.
We help you with the following issues :
- Unable to Send Email Invoice QuickBooks
- Quickbooks Email Invoice Problem
- Quickbooks Won’t Email Invoices
- Quickbooks Email Invoices Setup Office 365
- Quickbooks Email Invoices Not Working
- Send Email Invoices From Quickbooks Through Gmail
- How Do I Email An Invoice From Quickbooks
- Email Invoices From Quickbooks Using Outlook
For any further information/assistance on the topic, users can also contact our QuickBooks Desktop Technical Support Team. The QuickBooks Desktop Support Team is available to answer any queries and troubleshoot any issues related to the topic.
