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RyanCDS
Level 1

How do i send my invoices from my outlook

i don't want to send my invoices from the  [email address removed].

 

i want it to send from my outlook account.

6 Comments 6
Adrian_A
Moderator

How do i send my invoices from my outlook

Hi RyanCDS,

 

I know how you can use your Outlook email to send invoices.

 

You can change your customer-facing email on the Contact info page. Let me guide you through the steps:

 

  1. From the Gear icon, select Account and settings.
  2. On the Company tab, click the Contact info section.
  3. Enter your Outlook email in the Customer-facing email field.
  4. Click Save and then Done.

 

I've also added these references as your guide in sending an invoice and recording the payment:

 

 

You can always reach out to me by mentioning my name. I'll be around to help you out.

RyanCDS
Level 1

How do i send my invoices from my outlook

thank you so much.

 

when my customer gets the email, in the subject bar it looks like the email is coming from [email address removed]. nowhere does it have my company email.

 

how do i change that.

Giovann_G
Moderator

How do i send my invoices from my outlook

I'll share additional information about sending invoices, RyanCDS.

 

When sending an invoice to a customer in QuickBooks Online, you can use your company email or a different email address. The customer-facing email address is the one you use for customers to contact you. Only the default notification email will be displayed, and your company email will be showed only when viewing the invoice.

 

Currently, sending invoice from your outlook is unavailable in QuickBooks Online. You can also download the invoice and attach it to the Outlook email as an alternative.

 

Here's how:

 

  1. Go to the Sales menu, then Invoices tab.
  2. Locate and open the invoice that you want to send.
  3. Click the Print or Preview, then choose Print or Preview.
  4. Hit Download and save the file to the computer.

 

Check out the following articles below for more insights:

 

 

I'm adding this resource to learn about personalizing sales forms to display information that matters most to your business: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have further questions or other QuickBooks concern, don't hesitate to add any details below. We're always available to help you.

burkdoll83544
Level 1

How do i send my invoices from my outlook

You can easily share information and documents, such as sales and purchase orders and invoices, by email directly from Business Central, without having to open an email app.

You can send almost all types of documents as PDF attachments. Alternatively, you can set up a report layout that includes information from the document in the email text, along with text that makes the email more friendly, for example, a standard greeting. For more information, see Managing Report and Document Layouts.
When you send invoices, you can make it easier for customers to make payments through a payment service, such as PayPal, by automatically adding information and a link to the service in the email. For more information, see Enable Customer Payments Through Payment Services.

To enable emails from within Business Central, start the Set Up Email assisted setup guide. For more information, see Set Up Email.

QKBKS_ONLINE_NeedsImprovements
Level 1

How do i send my invoices from my outlook

How is it that almost a year later and this feature is still not available?!? This is outrageous.

 

This is an infringement on my business right - to be deprived of using my business email and not be able to view what goes out to my clients. QuickBooks Online does not even offer the option to view the cryptic Inbox/Sent folder to see what they send - so I have no way of truly knowing what my clients are receiving from one email location. Not that I even want that, but at least I can check it. 

 

I see that one can connect to Gmail but not Outlook? Tell me this is a mistake?

 

A very unhappy customer ~ Surely, I'm not the only one. 

SirielJeaB
Moderator

How do i send my invoices from my outlook

Hello and welcome to the Community. I understand how convenient it is to perform any activity in QuickBooks without difficulty. I'll be sharing some details about this matter.

 

The ability to examine the cryptic Inbox or Sent folder in QuickBooks Online would be excellent for seeing what your clients send. However, it is unavailable in QBO. I recommend sending feedback to our software engineers. They may consider adding this feature in future product enhancements.

 

Here's how:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your feedback Suggestion.
  3. Select Next.

 

The following articles will help you manage and customize your invoices and other sales forms in QuickBooks:

 

 

Don't hesitate to visit us again if you have further concerns about managing your invoices. We're looking forward to assisting you. Take care!

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