Wednesday, August 22, 2012

QuickBooks: Emailing Memorized Invoices

Each month I generate several invoices by using a memorized transaction.  Is there a way that these invoices can automatically be emailed when they are generated?

The short answer is no. QuickBooks does not have this functionality.  However, if you set the Preferred Send Method to Email for each of these clients the memorized invoices will go directly to the forms to send which will show up in your reminders list. 

Personally, I think that this is good so that you can send them off in a batch send or individually with a personalized note.

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