Transactions & Reporting > Sales (Money In) > Customer Payments > 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.
To use Invoice Payments to accept online payments
After you connect to Invoice Payments, select a payment service, and set up your company, any email invoice you send to a customer will include a Pay Now button.
- Click Let your customers pay you online.
- Follow the steps in Connect to Invoice Payments.