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Arnoldfb
Level 1

Can Quickbooks online automatically email invoices when created via integration? I'm integrating with Jotform. Thanks.

When invoices are created from Jotform submissions, I want to automatically email the customer so they can pay right away.  Possible?  How?
Not using online premium, just QBO.  Thanks again.
3 Comments 3
Carneil_C
QuickBooks Team

Can Quickbooks online automatically email invoices when created via integration? I'm integrating with Jotform. Thanks.

I appreciate the interest in being able to email invoices automatically, @Arnoldfb. Let's go over some details to help you achieve the task.

 

Since those invoices are created via integration with Jotform, reaching out to their Customer Support Team is our potential resolution. This way, they'll be able to guide you through the process.

 

If you plan to send your customers an invoice in QuickBooks Online, this handy resource can guide you: Create invoices in QuickBooks Online.

 

Also, this article can help you with accounting for customer payments: Receive invoice payment.

 

I'm still ready to back you up if you need more help with invoices or other QBO-related tasks. I'll keep the thread open so you can comment back.

RBS26
New Member

Can Quickbooks online automatically email invoices when created via integration? I'm integrating with Jotform. Thanks.

Hello!
Have you solved this problem? If so, what worked for you?

SIAB
Level 8

Can Quickbooks online automatically email invoices when created via integration? I'm integrating with Jotform. Thanks.

@RBS26 

You can use a 3rd party connector.

https://www.make.com/en/register?pc=quickbooks

 

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