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survey-link-dynamics
Level 1

hi how to add email to send invoice and estimate ?

 
1 Comment 1
ThomasJosephD
QuickBooks Team

hi how to add email to send invoice and estimate ?

You can edit your invoices or estimates to add an email address and send them directly to your customer, survey-link-dynamics. Let me guide you through the process.

 

Here's how to set up an email address for your invoices and estimates:

 

  1. Go to Sales and select Invoices/Estimates.
  2. Find the invoice/estimate you want to send.
  3. Select View/edit.
    image (13).png

  4. Enter the email address to Customer email.
    image (14).png
  5. Click Save and send button.

 

You can read this article for more details on how to send invoices to your customers: Send an invoice to a customer in QuickBooks Online.

 

You also have the option to edit your customer's information and add their email address, which will save you from having to enter it manually in the future.

 

Additionally, you have the ability to design personalized and professional invoices, estimates, and sales receipts in QuickBooks Online (QBO) to improve your business communications. For more information, please refer to this article: Customise invoices, estimates, and sales receipts in QBO.

 

The Community team is always eager to assist you with smooth transactions in QBO. If you need additional support with your invoices or estimates, feel free to leave a comment. We are more than happy to provide the help you need.