cancel
Showing results for 
Search instead for 
Did you mean: 
katieforster
Level 1

How can I send an informative email to customers. (One that doesn't have an invoice attached?)

 
2 Comments 2
Rustler
Level 15

How can I send an informative email to customers. (One that doesn't have an invoice attached?)

QB is accounting, export the email addresses and use a word processing software to get that done

BettyJaneB
QuickBooks Team

How can I send an informative email to customers. (One that doesn't have an invoice attached?)

Hi there, @katieforster.

 

I can guide you in sending informative email to your customers in QuickBooks Online.

 

You can send an email to your customers without attaching an invoice. Just click on the Email option from the Customers tab.

 

Here's how:

  1. Click Sales on the left navigation panel.
  2. Select Customers at the top.
  3. Place a check-mark next to the customers that you need to email.
  4. Click the Batch actions drop-down and choose Email.email customers2.PNG

After that, you can select Outlook send the information that you need to your customer. You will need to have Outlook installed and set as the default email service on your computer. 

 

Should you need to batch send sales transactions, please refer to the following link: How to Email or Print Multiple Invoices and Sales Forms at One Time.

 

I'm always here to assist you further if there's anything else that you need with your customers or with QBO. Have a lovely day!

Need to get in touch?

Contact us