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Chad28
Level 1

Email invoices, Memorized Transactions

Hello,

 

So i run a commercial property management company.

 

We currently memorize all rent invoices for the tenants in memorized transactions, than go in each month, and print those invoices off and mail them out.

 

I'm trying to fiure out a way where quickbooks will automatically email these memorized invoices out.

 

For example:

 

I have 35 momeorized tranasactions (invoices) that are set to be processed on 5/1/20.  Is there a way for these to be emiled out automatically to tenants?  How do i set them up to be emailed out, and do i have to go in and individually email each one, or can quickbooks send them all out in one batch.

 

I'm running quickbooks desktop pro, 2017.

 

Thanks in advance.

 

 

1 Comment
john-pero
Community Champion

Email invoices, Memorized Transactions

Until May 31st (sunset day for QB2017) you will be able to set up automatic emails for automatic invoicing

https://quickbooks.intuit.com/learn-support/en-us/memorize-transactions/how-to-create-a-recurring-in...

 

Depending on the size of your organization handling tenant invoicing and payment receiving can be accomplished but can also be cumbersome in QuickBooks. It is fine at accounting but poor at CRM (customer relationship management) Lease start and end dates, communicating with tenants, attaching lease documents, allowing tenants to have their own portal in which to pay (at no cost to landlord) or even submit maintenance requests. These are just some of the reasons we use a third party property management software that can be synced to QB. 

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