Email a Quote, Order, Receipt, or Invoice
Before you can perform this task
- Know your customer's email address
- Add an email address to the customer record
- Enter an email address in the Company settings or select to use your default desktop email program or a webmail service in the Email Information window.
- Turn on the orders feature for customers
- Turn on the quotes feature for customers
To email an invoice, quote, order, or receipt to a customer:
- For an invoice, in the transaction
window, on the File menu, choose Invoices and then Email.
- If the contents of the Email Information window are correct, click Send.
What do you want to do?
Print a quote, order, receipt, or invoice
Find the keyboard shortcut to email a quote, order, receipt, or invoice
Select a webmail account to send emails
Set up customer email and print preferences for invoices, receipts, and statements