How to mail invoice to quick book
To mail an invoice to QuickBooks, you can follow these steps:
Method 1: Using QuickBooks' Built-in Email Feature
- Open your QuickBooks company file and go to the "Customers" tab.
- Find the customer you want to send the invoice to and click on their name.
- Click on the "Invoices" tab and select the invoice you want to send.
- Click on the "Email" button at the top of the screen.
- Enter the customer's email address and any additional information you want to include in the email.
- Click "Send" to send the invoice as an email attachment.
Method 2: Using QuickBooks' Print and Email Feature
- Open your QuickBooks company file and go to the "Customers" tab.
- Find the customer you want to send the invoice to and click on their name.
- Click on the "Invoices" tab and select the invoice you want to send.
- Click on the "Print" button at the top of the screen.
- In the print dialog box, select "Email" as the print destination.
- Enter the customer's email address and any additional information you want to include in the email.
- Click "Send" to send the invoice as an email attachment.
Method 3: Exporting the Invoice and Attaching it to an Email
- Open your QuickBooks company file and go to the "Customers" tab.
- Find the customer you want to send the invoice to and click on their name.
- Click on the "Invoices" tab and select the invoice you want to send.
- Click on the "Export" button at the top of the screen.
- Select "PDF" as the export format and choose a location to save the file.
- Open your email client and compose a new email.
- Attach the exported PDF file to the email.
- Enter the customer's email address and any additional information you want to include in the email.
- Click "Send" to send the email.
Tips and Variations
- You can customize the email template in QuickBooks to include your company's logo and branding.
- You can also use QuickBooks' "Batch Invoicing" feature to send multiple invoices to multiple customers at once.
- If you have a large number of invoices to send, you may want to consider using a third-party email marketing service to streamline the process.
- Make sure to include all necessary information in the email, such as the invoice number, date, and payment terms.