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#1
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emailing invoices and statement
It would be good if we could have all invoices and statement going to the same person in one email instead of 1 invoice 1 email etc, sometimes I have 10 invoices to the one person saving them one at a time as pdf to desktop then attaching to them all to the one invoice is a pain.
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#2
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Another one of their stupid limits, its better to send them via 3rd party email services.
Simple and smart POS and Accounting http://www.trademeters.com/ |
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#3
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I would agree with wendy,
This is a service that I would like to see implemented into Quickbooks as well. 1 invoice per 1 email is very tedious.
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LedgersOnline.com - Quickbooks Hosting, Accounting Services, Bookkeeping Services |
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#4
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If you use Outlook this is how I do it.
Start an email in Outlook and complete as necessary but leave open. In QB click send in the Invoice, Statement etc and an email will open with the required document as a PDF attachment. Click and hold on the attachement and drag it to the Outlook email (a little box with a + will appear whilst dragging) and drop it on the Outlook email where it should appear as an attachment. Go back to QB and do the same for any other Invoice or Statement as many times as you like. Send email as normal from Outlook. The advantage of this is ALL your emails are in one place and all attachments are filled for tracking. |
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#5
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Since there is no way of keeping track of wether or not the receiver received my emails from quickbook I send all my invoices,statements etc to my own email address. Then I go into my email and send them with attachements. This way I receive a read receipt from them and I can move all this into a customers folder in case I need to locate that sent/received email.
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