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How to Email Invoices Using Billing Solutions in QuickBooks
Published 06/16/2009 | 
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
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.
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I would like to be able to e-mail bills to our customers.
We are using the Quick books enterprise solutions, 11.0 right now.
I need the proper forms, I believe they are from intuit.
Can you help me.
Thank You,
Linda Young
Hi Linda,
Customer bills are called invoices in QuickBooks. Enter them at Customers > Create Invoices and either email them at the same time by clicking on the little arrow to the right of the Send button. If you’re entering several, it’s easier to make sure the “To be Emailed” box is checked in the bottom left corner of the invoice. Once you’re ready to email them, go to File > Send Forms.
Ruth
I cannot email my invoices in QB Pro 2011. When I go to invoice and click send, the email button is not highlighted and one of the options it will allow me to chose. Only webmail and mail through Quickbooks. I use to be able to do this until we upgraded to 2011. Any help would be appreciated.
Hi Gene,
Try checking your preferences (Edit > Preferences > Send Forms). I find QuickBooks E-mail works best. If you want to get a copy of what you send, just bcc yourself. You can set it up to happen automatically on the Company Preferences tab. You’ll have to add your email to each form.
Ruth