How to associate mail with express invoice

Associating a mail with an Express Invoice in QuickBooks Online involves a few steps. Here's a step-by-step guide to help you do so:

Prerequisites:

  1. You have an Express Invoice set up in QuickBooks Online.
  2. You have a mail (e.g., an email or a physical mail) that you want to associate with the Express Invoice.

Step-by-Step Instructions:

  1. Go to the Express Invoice: Log in to your QuickBooks Online account and navigate to the Sales tab. Click on Invoices and then select the specific Express Invoice you want to associate with the mail.
  2. Click on the three dots: Next to the Express Invoice, click on the three dots and select Edit.
  3. Go to the Mail tab: In the Edit Invoice window, click on the Mail tab.
  4. Click on Add Mail**: Click on the Add Mail** button to associate the mail with the Express Invoice.
  5. Enter the mail details: Enter the mail details, such as the sender's name, email address, or physical mail address, depending on the type of mail you're associating.
  6. Select the mail type: Choose the type of mail you're associating (e.g., email, physical mail, or both).
  7. Click Save**: Click Save** to save the changes.

Alternative Method:

If you have already sent the mail and want to associate it with the Express Invoice later, you can do so by following these steps:

  1. Go to the Sales tab: Log in to your QuickBooks Online account and navigate to the Sales tab.
  2. Click on Invoices**: Click on Invoices** and then select the specific Express Invoice you want to associate with the mail.
  3. Click on the three dots: Next to the Express Invoice, click on the three dots and select Edit.
  4. Go to the Mail tab: In the Edit Invoice window, click on the Mail tab.
  5. Click on Add Mail**: Click on the Add Mail** button to associate the mail with the Express Invoice.
  6. Search for the mail: Search for the mail in the search bar and select it from the results.
  7. Click Save**: Click Save** to save the changes.

By following these steps, you'll be able to associate the mail with the Express Invoice in QuickBooks Online.