Email a Quote, Order, Receipt, or Invoice

To email an invoice, quote, order, or receipt to a customer:

  1. For an invoice, in the transaction window, on the File menu, choose Invoices and then Email. For quotes or orders, on the File menu, choose Email. You can also click the Email icon in the upper right corner of the window.
  2. 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.

  1. Click Let your customers pay you online.
  2. Follow the steps in Connect to Invoice Payments.