Cannot send invoices with Quickbooks Email

Hey Strempan,

Unfortunately, at the moment - no - the invoices are sent in a standard format.

You are able to Export to PDF, the invoice - and then manually attach it too an email - for this client. - It won't update you when they've read it though.

Once the customer has paid, you'd record that payment in the Transactions section with the right date and amount - alongside marking the invoice as paid in the invoices section.

Hi there,

Thanks for the quick reply. 

Thats a shame! I have used the export option before a couple of times, but I still had to send the invoice via QB to allow the mark as paid option to show up.

Is there a way around this ??

Thanks 

Hi strempan,

You're right, the 'Mark as paid' function will only appear if the invoice has been sent. The only workaround would be to use your own personal email so that you can mark this as paid without sending to the customer twice.

We apologise this is not an ideal solution and welcome any feedback here.

Thanks!

It's hopeless system as emails generated by QuickBooks almost always go to junk.  Their invoice should automatically be sent via our own email account.  I have to physically send a pdf every time

Thanks for joining in on the thread, @ticoachjames. 

I can see how the option to send invoices via your email account would be helpful for you and your business. However, this is currently unavailable in QuickBooks Online (QBO). 

Let me help you share your thoughts and ideas with our software developers. They can review all the feedback we receive and might incorporate them into our future product updates to meet the needs of our customers. 

To do that:

1. Go to the Assistant feature.
2. Enter Submit a Feedback.
3. Select Add a feature.
4. Type in your suggestion.
5. Select Yes to confirm.

If you're interested in creating a new transaction from a receipt image, you may read this article: Record or attach expense receipts in QuickBooks Self-Employed. This way, we can attach receipts to transactions we've already entered in QBSE.

Please click the Reply button below if you have additional concerns about managing invoices in QBSE. We're always around to help. Take care!