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bathprojects
Level 1

How do I create an email that sends out to customers that I’ve previously done work for. So 12 months I’d like an email sent out to my customers.

 
2 Comments 2
IntuitSheila
Level 8

How do I create an email that sends out to customers that I’ve previously done work for. So 12 months I’d like an email sent out to my customers.

Thank you for post, bathprojects.

 

You'll have to make sure you've created an invoice or sales transaction in your QuickBooks Online account to send out email reminders or the sales form.

 

To send out reminders:

  1. Click on the Sales tab, and then click on Invoices.
  2. Find the invoice you'd like to send a reminder for.
  3. From the Receive payment dropdown, click on Send reminder.
  4. Customise your message and select Send.

If you've created the invoices, you can send out multiple invoice to your customers. Here's how:

 

  1. Click on the Sales tab.
  2. Click on Customers.
  3. Select the Invoices by ticking the box on the left hand side.
  4. Click on Batch Actions.
  5. Click on Send e-mail.

To learn more about sending reminders and the invoices in QuickBooks Online, please check these articles:

Drop a comment below if you need more help. I'll be sure to get back to you. Have a nice day!

JoannaW
Level 2

How do I create an email that sends out to customers that I’ve previously done work for. So 12 months I’d like an email sent out to my customers.

I don't think that answered the question