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Level 2

Sending automatic emails to customers

Hi, how do I set up quickbooks to email recurring invoices to my customers automatically every month so I don't have to? thank you. I have quickbooks essentials.

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Best answer June 25, 2020

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QuickBooks Team

Sending automatic emails to customers

Hi Eastcheshire, When you're setting up the template you just need to tick the automatically send emails box and it will automatically send an email invoice to the customer each month.

 

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QuickBooks Team

Sending automatic emails to customers

Hello Eastcheshire👋, You can set up recurring invoices in the cog in the top right in the Essentials package.

Once you're in that section select new and under transaction type select invoice. Then fill in the customer, the interval you want it to reoccur and the product/service, amount details and save it. Once saved you can come back and edit or delete at any point. You can run a recurring template list report in the reports section for an overview as well as viewing in the recurring templates section. A more in-depth look at recurring templates can be found here

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Level 2

Sending automatic emails to customers

hi and thank you - I just want to know if quickbooks can actually SEND  the invoices out for me by email as well though? or do I still ned to send the emails?

Highlighted
QuickBooks Team

Sending automatic emails to customers

Hi Eastcheshire, When you're setting up the template you just need to tick the automatically send emails box and it will automatically send an email invoice to the customer each month.

 

View solution in original post