How to E-Mail Invoices in QuickBooks 2014 - dummies

How to E-Mail Invoices in QuickBooks 2014

By Stephen L. Nelson

You can e-mail an invoice from QuickBooks. To do this, click the Email button, which appears at the top of the Create Invoice screen on the Main tab. When QuickBooks displays the Send Invoice dialog box, indicate which e-mail account you want to use (web mail, an e-mail application such as Microsoft Outlook, or the QuickBooks e-mailing system), and provide the e-mail address and (optionally) a new e-mail message.


Then click the Send Now button to send the invoice. Alternatively, you can click the Send Later button to batch your e-mail invoices for later delivery. To send all your invoices in a batch later, click the arrow below the Email button at the top of the Create Invoices window and choose the Batch command from the menu that QuickBooks displays.

The first time you click the Email button, QuickBooks may ask you to describe your e-mail account or accounts, which you do by following the on-screen prompts. QuickBooks may also suggest you use its mailing service, which means you e-mail the invoice to Intuit and then Intuit snail-mails the paper invoice to your client. If you’re interested in Intuit’s invoice mailing service, follow the onscreen prompts.

Much to the consternation of many users, QuickBooks adds a message and clickable link to the bottom of your printed and e-mailed invoices that prompts your customers or clients to use a free online payment system to pay your invoice. No kidding.

The Intuit Payment Network is an option that some small businesses should consider. The fee you pay when clients or customers use the service is $.50 per bank transaction and 3.25% per credit card transaction. That’s a very economical payment-processing solution for many businesses. PayPal charges close to 3 percent on every transaction — not just credit card transactions.

If you do want to remove the message and hyperlink to the Intuit Payment Network, choose the Edit→Preferences command, click the Payments entry in the Preferences list, click the Company Preferences tab, and then deselect the Include Online Payment Link On Invoices check box.