E-mailing invoices
After you create an invoice, you can e-mail it to your customer. Note that invoices are not sent as attachments. Rather, they are sent as a link the recipient can click to view online. If you have Quickbook Merchant Service, your customers can pay you online by credit card. You can also simply enter their credit card number in Billing Manager and process it yourself.
Follow these steps to e-mail an invoice.
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Create an invoice, and then click Send by E-mail.
Click Customize to make further changes to this invoice, or Send Now to send the invoice right away without further changes.
- (If you clicked the Customize button), to send a copy of the invoice to yourself, select the Send a copy of this message to this address checkbox.
When you first create an invoice, Billing Manager adds the To: e-mail addresses to your address book. You can add more addresses from this form itself.
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Click Add another e-mail address. The invoice will be sent to each e-mail address you add.
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Enter a Personal message. Here, you can write a message to a customer, which will be displayed in the body of the e-mail. To make this message the default for all customers, click the Make this your standard personal message checkbox. You can also set up this message in the Default Messages tab of the Settings page.
The Invoice information area is non-editable text that displays in summary form the content your customer will see. The customer can click the link at the bottom of the e-mail to view the complete invoice online. In the e-mail the customer sees, all this information will appear in a more elegant format, and the link will appear as a standard URL link.
To see what the e-mail will look like to the customer, click Print Preview.
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To e-mail the invoice, click Send by E-mail
