QuickBooks 2013 For Dummies

Sending Invoices and Credit Memos via E-Mail

If you have e-mail already set up on your computer, you can e-mail invoices rather than print them. To e-mail an invoice or credit memo, click the Email button, which appears on the Main tab of the Create Invoices window. QuickBooks displays the Send Invoice dialog box, as shown in Figure 4-11.

To send your invoice via e-mail, enter the e-mail address of the business that you want to bill or refund money to, edit the message as appropriate (make sure to click that Check Spelling button), and then click the Send Now button.

If you want to wait to send your invoice, click the Send Later button while in the Send Invoice dialog box or select the E-Mail Later check box on the Main ribbon of buttons and boxes in the Create Invoices window. QuickBooks then batches your e-mail invoices. You can send the entire batch later by clicking the Send/Ship tab, clicking the E-mail drop-down menu, and then choosing the Batch command. Note that the Send/Ship tab also provides buttons and drop-down menus for popular shipping methods (FedEx, UPS, and the USPS) and a mailing service for which you can sign up. To get the dirt on these options, click the FedEx, UPS, USPS, or Mail Invoice buttons available on the Send/Ship ribbon.

You can also fax invoices and ...