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