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keekio12
Level 1

setting up our new I-Pad with a facsimile of our route manifest QB invoice to e-mail to customer at time of service

I would like to create a reasonable copy of our paper manifest in QB templates and integrate that into the new  I-Pad along with the QB invoice we have used for years.  The idea is that our route driver can pull up a customer name, fill out a copy of a manifest (the customer must have this for DOH compliance) this is done usually with a simple 1 LG or 1Med representing the size of the bio collection box at that account.  We would then put in a weight of the box and hit send to that customer's e-mail address.  Then pull up a copy of the QB invoice and put in a quantity of one, the date of service and the price for that box and hit send and e-mail the invoice while still at the customer location. There is also a limited inventory of items that may be sold to the customer that would be inputted on both forms.  This is a simplified version of how I would like to move from a paper form system to paperless transactions. 

1 Comment 1
DebSheenD
QuickBooks Team

setting up our new I-Pad with a facsimile of our route manifest QB invoice to e-mail to customer at time of service

I've got you covered, keekio12.

I understand how easy to fax QuickBooks invoices to your customer. This feature is currently unavailable in QuickBooks Online (QBO). Intuit strives to provide the best customer experience. I will take note of your suggestion and send it to our engineers. This way, they can consider adding some QuickBooks features in the next update.

For now, we can do manual printing of invoices. To help you decide the app that suits your business needs, I recommend checking out our App Center.

I've also included an article that'll help you personalize your invoice in QBO: Customizing Invoices.

I'll be glad to help you again if you have more questions about managing invoices. Just add the details in the comment section.

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