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:
- You have an Express Invoice set up in QuickBooks Online.
- 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:
- 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.
- Click on the three dots: Next to the Express Invoice, click on the three dots and select Edit.
- Go to the Mail tab: In the Edit Invoice window, click on the Mail tab.
- Click on Add Mail**: Click on the Add Mail** button to associate the mail with the Express Invoice.
- 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.
- Select the mail type: Choose the type of mail you're associating (e.g., email, physical mail, or both).
- 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:
- Go to the Sales tab: Log in to your QuickBooks Online account and navigate to the Sales tab.
- Click on Invoices**: Click on Invoices** and then select the specific Express Invoice you want to associate with the mail.
- Click on the three dots: Next to the Express Invoice, click on the three dots and select Edit.
- Go to the Mail tab: In the Edit Invoice window, click on the Mail tab.
- Click on Add Mail**: Click on the Add Mail** button to associate the mail with the Express Invoice.
- Search for the mail: Search for the mail in the search bar and select it from the results.
- 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.