How to Email an Invoice to a Customer from Within QuickBooks?

Emailing of invoices to the customer with the help of QuickBooks improve cash flow and receivable low. The email service in QuickBooks enables you to send reports, invoices, statements and other transactions through your email to customer. In this article we learn all the basic steps to email an invoice to customer within QuickBooks on various platforms.

How to Email Invoice to Customer from QuickBooks online?

Follow the following steps in order to email invoice to customer from QuickBooks Online:

• From the left menu bar click on the customer and locate your customer invoice. In order to reveal the invoices, click on the desire customer to reveal their invoices.
• Double click on the invoice in order to open it.
• Once the invoice is open click on the save and send button on the bottom right of the screen.

Email Invoice to Customer from QuickBooks Windows (Pro, Premier, Enterprise)

Following are the steps which are to be followed in order to email invoice to the customer QuickBooks windows:

• On the top menu bar click on the customer and the customer center from the drop down list.
• Click on the name of the customer whom you want to send the invoice.
• Double click the invoice in order to open it.
• In the centre of the screen there is an email button.
• First click the email button and then select the invoice.
• Enter the customer email id that you want to send the invoice.
• Once all is done click on the send button in order to send the mail.

Email Invoice to Customer from QuickBooks Mac

Follow the steps in order to email invoice to the customer from QuickBooks Mac:

• Select the customer centre from the customer option at the top of menu bar.
• Select the customer whom you want to send the invoice.
• Double click on the invoice which is display right to the customer name.
• Click on the file and then email invoice as PDF.
• Customize the email message according to your requirement.
• Now once you are done with customizing of the email hit the send button in order to send the mail to the customer.

If Invoice has been Email in QuickBooks

QuickBooks provides a way to discover the information if the invoice has been emailed in QuickBooks or not. The method of viewing the history will be depending on the Single invoice or multiple invoices.

Single Invoice

In order to view the history of single invoice, follow the following steps:

• Select the customer and job tab.
• Choose the customer for whom you want to check the invoice.
• In the invoice toolbar click on the history tab.
• Check the date of the mail and then see for the same date in Sent messages option that if the message is sent on that date.
• Click on the send forms under the file tab.
• In case if dates is not listed then check for the date in unsent email section.

Multiple Invoice

In order to view the history of multiple invoice follow the following steps:

• Click on the edit menu and choose the preferences from the menu.
• Select the preferences and send forms under it.
• In the send email using section check which type of method is used to send the email.
• Now repeat the first step again i.e hit edit menu then preferences and send form.
• Select the company preferences and enter the email address in BCC field.
• With the help of BCC option you can receive the copy of invoices in your mail.
• In your email then check the sent folder and look if you receive the copy of the mail or not.

Setting up of Outlook Email Account in QuickBooks

Follow the following steps in order to set up your email account in QuickBooks:

• First step is to create the outlook email account if you don’t have it before in order to send the email to the customer.
• Once you are done with the creating of your outlook account then you can ask your internet service provider for the information which is listed below:
  • Username
  • Password
  • Incoming and outgoing email address.
  • Incoming email server.
• In order to set up you outlook you need this information.
• In case if you are not able to find the outlook option in QuickBooks then you have to follow the following steps:
  • Click on the edit tab.
  • From the tab drop down menu select preferences and then send the form.
  • Now click on the outlook option and then set it.
  • Last click on the OK Button and save the changes.

Setting up of Secure Webmail in QuickBooks

In order to set up the webmail follow the following steps:

• Click on the Edit tab in QuickBooks and then select preferences.
• Send the forms from the preferences.
• Add the webmail by click on webmail tab.
• Select your provider from the drop down menu and enter your email address.
• Search for the enhance security box and then click OK.
• Now sign in to your intuit account.
• The webmail provider login in page will be appearing.

Setting up Regular Webmail in QuickBooks

Some basic steps of setting up of regular webmail in QuickBooks are:

• In QuickBooks click on edit tab and then select preferences and then send forms.
• Select the webmail and click on Add.
• Input all the information in the required field.
• Then click on Ok tab.
• Click on the save button in order to save the changes.

Email of Invoice and Statements from QuickBooks

Follow the following steps in order to email invoices and statements from QuickBooks are:

For Invoices

• Open the QuickBooks on your system.
• Now from the customer menu create the invoices.
• Now enter the entire required field with the correct and full detailed information.
• From the top of menu click on the email.
• Now choose the invoice and send it to desire mail.

For Statement

• Open your QuickBooks account.
• Then create invoices from the customer menu.
• Input detail and correct information in your invoice.
• Now from the bottom click on the create statement button.
• Now click on the email button and create it.
• Hit the send button in order to send it to the desire customer.

The above article will help you understand and create a invoice and send it to the client via email. We try to explain the easy steps and ways in order to complete your work in less amount of time.

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