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How to Attach Documents to Emailed Invoices in QuickBooks
Published 09/14/2009 | 
If you use Outlook or Outlook Express, the following Billing Solutions features will not be available:
• Sending automatic payment reminders to customers with overdue invoices.
• E-mailed Forms Delivery Tracking (a Billing Solutions feature that lets you track if and when your customers view the invoices and estimates you send them by e-mail). However, Outlook/Outlook Express users can track their e-mails from their Sent box.
• Allowing online payment for statements.
• Adding a View Invoice button in e-mails that customers can click to go directly to the Customer Account Center to view and pay their invoices. With Outlook/Outlook Express, customers can still pay their invoices online by clicking the URL in the e-mail they receive to go to the Customer Account Center.
• The ability of customers to view estimates in the Customer Account Center.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, Inc. and 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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