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  #1  
Old 07-05-2010, 07:08 AM
Siying Siying is offline
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Join Date: May 2010
Posts: 5
How to send e-receipts to customers

I have a situation when using QB Premier 2010-2011 that I need to email customers the pdf version of receipts every 3 months. But it seems that I can only send a batch of emails separately attaching the receipt per transaction by setting customer's "preference method"...Is that possible that I can put all the transaction details of 3 months in one simple pdf receipt and just send one email for all? I know that we can do it by sending email of the report, but can we do that in an automatic way, rather than do it manually? Besides, we do want to show the company's logo and header in the pdf too... ...Your any suggestion would be greatly appreciated!


Siying
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  #2  
Old 07-06-2010, 02:36 PM
RobJoy RobJoy is offline
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I'm sure there must be an add-on that would do this, but not in native QB.
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Home and small business computer services in Northampton, UK
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  #3  
Old 07-09-2010, 11:20 AM
InLattice InLattice is offline
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Join Date: Mar 2007
Location: Schaumburg IL
Posts: 26
Check out InLattice

Hello,

Please check out InLattice (http://www.inlattice.com). This is a Intuit approved application listed in QuickBooks Marketplace.

You can import Invoices and send it your customers. Your customers will have a separate account to login and view invoices. You can also setup your own Logo to be shown on the documents. You can have separate attachments and notes for each Invoice.

http://www.inlattice.com
http://marketplace.intuit.com/AppID-3367-Overview.aspx

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