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CharMck
Level 1

Automatically email paid invoice when payment received

I am looking at auto generating emails to send to customers when we have received full payment. How do I do this?

1 Comment 1
JoesemM
Moderator

Automatically email paid invoice when payment received

Hi there, @CharMck.

 

Currently, the auto-generating email is unavailable in QuickBooks. You'll have to manually create and enter the information every time you send an email.

 

Let me show you how:

 

  1. Go to the New button and select Receive Payment.
  2. Choose the Customer from the drop-down list.
  3. Select the invoice.
  4. Click Save and send.
  5. On the Send email window, update the Body of the email.
  6. Click Send and close.

 

For more information, you can check out this detailed article: Customise your invoices, estimates, and sales receipts in QuickBooks Online.


You can also visit our QuickBooks Online Blog to know more about the recent news, features, and updates about QBO and what our Product Team is working.

 

If there's anything else you need or you have other QBO questions or concerns, just leave a comment below. Take good care!