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HOOK UP EMAIL ADDRESS TO SEND INVOICES DIRECTLY FROM QUICKBOOKS FOR MAC HOW TO
HOOK UP EMAIL ADDRESS TO SEND INVOICES DIRECTLY FROM QUICKBOOKS FOR MAC SOFTWARE

If you have any questions or would like to set up the ability to accept payments and use click and pay invoicing, just give us a call at the amazing features in QuickBooks Desktop, emailing directly from within QuickBooks save a lot of time and effort doing things. Having the electronic check option allows you offer more ways for customers to pay – and although more people will prefer credit card, more payment options equals more convenience for your customers which almost always means you will get paid faster! One of the really nice features of the QuickBooks Click And Pay feature is that customers have the ability to pay by both credit card as well as electronic check. If you have a large database of customers, this tool can certainly save both you and your customers considerable time. The Click and Pay tool allows you to get faster and secured payments which are automatically adjusted in QuickBooks in real time. This option gives you the benefit of receiving payments instantly and you’ll receive a confirmation email every time funds are transferred into your account and the invoice will concurrently be marked as paid within your QuickBooks. When the customer receives the email, they can choose the ‘View Invoice Now’ option where a ‘Pay Now’ tab appears on the top right corner of the screen. Let’s consider an example where you have to email an invoice to Customer A. Activating and Using the Click and Pay Feature This will open all the transaction reports of a customer with the invoice status shown in the last column. Go to the Customers screen and choose the recurring invoice customers. You can also check the invoice status to check regularity. Go to ‘Select Gear’ > ‘Company Settings’ > ‘Messages’ and check on ‘Email me a copy’. To check the regularity in updates and developments in your recurring invoices, you can automatically CC the email to yourself to keep a record.

Populate the remaining fields and click on ‘Save Template’.

The form will now have fields like billing date and address.

After populating the Customer’s Name and email address, check the ‘Automatically send emails’ box in Options.

Enter Template Name and then choose Type from the box near the Template Name.

Click on ‘New’ from the Recurring Transactions list.

Choose ‘Recurring Transaction’ from ‘Gear’.

We’re almost there! Here’s how you can create recurring invoices:

For all automatic transactions, QuickBooks will verify by asking you to click ‘Yes’ during log in.

You can also choose to create groups from the Memorized Transaction List and directly open the Weekly, Monthly, and Quarterly Transaction Groups.

Choose ‘Memorize Transaction List’ from the List bar and see whether your task is completed.

The options included are ‘Add it to my reminder list’, ‘Do not remind’, and ‘Automate Transaction Entry’ on daily, weekly, monthly basis, etc.

Select the desired options from a new window.

Click on ‘Edit’ and check ‘Memorize Invoice’.

Choose the ‘invoice-to-be-memorized’ or ‘create a new one’.

An email preview will now appear on the screen with the option to choose a desired payment method.įollowing are the steps to memorize recurring invoices:.

Mark the online payment option as ‘On’ for faster payments.

Populate the fields required for products, services, costs, etc.

Choose an existing customer or add a new one.

Open QuickBooks and from the main screen, select Invoice from Quick Create.

Following are the steps to create a recurring email invoice: Processing invoices and payments through QuickBooks allows you to scale the process and ensure accuracy throughout the workflow.

HOOK UP EMAIL ADDRESS TO SEND INVOICES DIRECTLY FROM QUICKBOOKS FOR MAC HOW TO

How to Create and Schedule a Recurring Invoice Below is the simple step-by-step on how you can create and schedule recurring invoices in QuickBooks.

HOOK UP EMAIL ADDRESS TO SEND INVOICES DIRECTLY FROM QUICKBOOKS FOR MAC SOFTWARE

Once you have your invoices created in QuickBooks, the software will automatically email the invoice to the customer once the ledger entry has been made as per the approved schedule. You can even create invoice templates for specific customers with certain fields and a unique look and feel. All editions of QuickBooks now allow you to conveniently view and edit bills, invoices, and vendor accounts with convenience. QuickBooks is widely regarded as the easiest accounting management software to use when it comes to creating, issuing, and scheduling recurring invoices to repeat customers.