Question: I need some tips on emailing invoices using QuickBooks Pro 2009 with Billing Solutions. My attempt at email invoicing flopped. Nothing went out. I thought it did, but QuickBooks never sent them. What did I do wrong? Your help is greatly appreciated.
Answer:
Here are the steps for emailing invoices using Billing Solutions:
1. If you want to send automatic payment reminders through Billing Solutions you need to set your preferences so that your invoices are sent through QuickBooks e-mail. Go to Edit > Preferences > Send Forms and make sure QuickBooks Email is selected. I also recommend that you select “Always send invoices to the Customer Account Center…”
2. When you create invoices, make sure both “To be e-mailed” and “Allow online payment” are selected.
3. You can email them individually by clicking the Send button at the top of the invoice, or as a batch, after you’ve entered them all by going to Files > Send Forms
4. You’ll get an email when an online payment is made. When you do, go to Customers > Billing Solutions > Download Payments
5. You’ll also want to periodically record your deposits and fees by going to Customers > Credit Card Processing Activities > Record Merchant Service Deposits
6. If you have Billing Solutions set for automatic payment reminders, make sure to synchronize changes every time you receive a manual payment by going to Customers > Billing Solutions > Synchronize Changes