Hi again and thanks for keeping up with our blog posts and for your kind words. I want to say hi to Stephen. Mugen jason voorhees download free. I hereby give these mods for FREE to anyone who is willing to download them for any purpose under the condition that they do not try to sell them or gain benefits in any way, and if they're going to upload a video or showcase them, they MUST provide a download link to this mod (hence the term Free). _________________ IMPORTANT: Under the US Copyright Law, I am given full ownership of anything I create or do, hence I own ownership of my mods. Credit not necessary but don't claim as your own or somebody else's. He reached out to me via LinkedIn – Hi Stephen! In this post, I have a tutorial and video for you on how to email sales invoices in QuickBooks Online. You would think that it’s simple but there are a few tips and tricks I need to show you. A story As you know, I grew up without computers. Update the email address in the Edit user settings section and click Save. Once done, click the Gear icon and select User Profile. In the User Profile page, click Edit link for the Email address then update email. Click Save then Done. From there, you’ll now be able to receive monthly invoices. Incoming email server address; Incoming email server type; Outgoing email server address; Set up Outlook in QuickBooks Desktop. From the Edit menu, choose Preferences and select Send Forms. Under My Preferences tab, tick the Outlook radio button and click OK to close the Preferences window. When I was in High School, I had a part-time job as an office clerk at a company helping with “typing” and filing. I used to type invoices and envelopes on a typewriter. I still remember the sound that the typewriter would make as I would strike each key on the keyboard. Back then, if you made a mistake you would have to use Liquid Paper or correction tape to fix errors. I can’t imagine how long it took for that company to get paid by their customers. Think about it. It would take us a day to type all the invoices, a day for the boss to review them, and then we would fold the invoices, stuff them in envelopes, add postage, and mail the invoices. The customer would receive the invoice and enter it in their accounting system. ![]() Then they would have to type a check and an envelope so that they could mail the check to us. That’s a lot of work!I really don’t miss those days. It’s amazing now how quickly you can prepare and email an invoice and even get paid electronically. That’s 5 Minute Bookkeeping in action! How to email sales invoices in QuickBooks Online Here is the video showing step by step how to email sales invoices in QuickBooks Online. Now, here is the step by step tutorial: I’ll assume that you have already entered an invoice. In our example, here is an invoice for our customer “Cool Cars.” Click Save and Send to email the invoice. Next, you can see the email address, the subject, and the message to be sent to the customer. After composing your email, just click Send and Close. What to Set up BEFORE Emailing Invoices Emailing an invoice is very simple, however, you need to know about a few things that need to be set up before you get started. Set up an email address in the customer account From Customers (left navigation bar), click on Customer name, click Edit. Make sure the correct email address is indicated on this box. Here’s a tip – You can also add additional email address by using a comma, followed by the email address, then click save. Customize Invoice Settings Now, let’s customize the invoice settings. Go to Gear Icon > Account and Settings Select Sales, then make a couple of changes here: Remember when I showed you earlier the message sent with the email (the “body”)? Here we can customize the message sent to the customer. We can control that from “ Messages“. Click on the pencil icon to edit. You can then choose what that email will look like, whether you want the full name of the customer to show or just the customer’s first name. You have some choices here on how you want your email greeting to read. Under Sales Form, you can choose which form you will edit. In this case let’s focus on the Invoice. You can edit the subject line (I recommend you leave it as it is). On the Email message you can edit the message to the customer. Max payne 3 pc save file. You can also check the box underneath if you want to receive a copy of the email sent to the customer. Then click Save when done. Customize what the invoice will look like once the customer receives the email Choose online delivery, click on the pencil icon on the right to edit. Make sure you click the box as in the image below to “Attach sales form as PDF”. This way your customer will get a PDF copy of your invoice. For “email options for invoices”, select Online Invoice. Click “ attach invoice as pdf” This way the customer can pay your invoice online if he has set up QuickBooks Payments. Now you know the settings you need to have in place before you can email invoices to your customers. Be sure to subscribe to this blog below or to my for the latest tutorials and freebies. Hi, I'm Veronica Wasek. I am an Accounting Influencer, Top 10 QuickBooks ProAdvisor, a CPA, and a Certified Advanced QBO ProAdvisor. I am truly passionate about helping entrepreneurs and bookkeepers to minimize bookkeeping and maximize profits. Biography of aryabhatta india. Let's face it - nobody wants to spend too much time doing bookkeeping! This blog was born out of a desire to share simple QuickBooks Online training and tutorials, modern bookkeeping tips, and more. 5MinuteBookkeeping.com is now an award-winning blog focused on showing others how to leverage the power of QuickBooks Online, the cloud, and integrated applications to maximize profits and productivity. If you're a bookkeeper - you'll also find topics helping you to grow and run your bookkeeping business. Learn more about me and my modern accounting firm at Join my FaceBook group at to ask questions and interact with me and like-minded people.
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