I lost my images when my server went down. If you would like more assistance with this tutorial, please e-mail me at KeyChangesMTS@gmail.com.
Okay so I have been a very very bad blogger. I have a bad case of the lazies this week that I am pretty sure are caused by the colder temperatures in the morning. Please forgive and enjoy this riveting topic!
Disclaimer: By no means am I a Quickbooks expert. I’m stumbling through it bit by bit and I just hope and pray that it is good enough for the IRS come tax season.
However, I do have one thing that I love about Quickbooks. And guess what? It actually saves money.
E-mailing Invoices.
So I’m a very new business. So new in fact that I do not have a printer. I did, but it turned out to be broken, so no dice there. Quickbooks has the capability of e-mailing your invoices to your clients so long as you have an internet connection. Even better, it will have it look as if it came from your own e-mail account!
Here is how you do it:
Step One: When creating a new customer, make sure you have their e-mail address!
Step Two: On the invoice, check to be e-mailed down at the bottom left corner. This is helpful if you invoice for each event. I do my invoicing monthly, so I don’t tend to check this.
Step Three: When the invoice is completed, make sure you save. After saving, click the dropdown next to the send and select e-mail.
Step Four: Type your e-mail address in the from field, and set your default message. I like mine to be a little more personable, but it is still an invoice message.
Step Five: Click send! Quickbooks will connect to the internet and give you a nice little ding when it’s done. Congratulations!
I hope this helps you save some headaches, paper, ink, and money. I love not having to worry about printing the invoice, handing out the invoice, and potentially having it lost (I know I lose papers at a higher rate than I see clients).
Thanks for this post! I am about to switch my monthly invoicing over to QB online and am very excited to be emailing:-) I appreciate your step-by-step breakdown!
Great tip here! I loved reading the details of the steps… I use a Mac, so it sparked my interest in trying to figure it out on a Mac. But that would require me to use Mac’s email client, which I don’t do. Hm. I will keep figuring out things. Thanks for the inspiration!
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