Including a message with an invoice
07/09/09 2:01pm PDT, Viewed by asker 07/09/09 3:13pm PDT
Total Views: 356
I'm trying to determine whether it is wise for me to move from QB 2007 to QB Mac 2009. In QB 2007, whenever I sent an invoice to a client, there was an outgoing message that preceeded it, basically so that they didn't get an e-mail that was only an invoice with no explanation of what was attached. I can't figure out how to acheive the same results with QB Mac 2009. Any help?
Helpful Answer
I assume that you're talking about emailing a PDF invoice. Once you've saved the invoices you want to email (with the "To be emailed" box checked in each one), then choose File > Email Forms, check the "Save As Drafts for Editing" box, and then check off the invoices you wish to email. When you click Send, the emails with invoices attached will be saved in the Drafts folder of Apple's Mail or Microsoft's Entourage, whichever one is set up as your default email application. You can open each email and add your message before sending.
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
Answer
I assume that you're talking about emailing a PDF invoice. Once you've saved the invoices you want to email (with the "To be emailed" box checked in each one), then choose File > Email Forms, check the "Save As Drafts for Editing" box, and then check off the invoices you wish to email. When you click Send, the emails with invoices attached will be saved in the Drafts folder of Apple's Mail or Microsoft's Entourage, whichever one is set up as your default email application. You can open each email and add your message before sending.
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
Answer
Is there any way to include a message that will go out with every invoice?
It seems like things that are so basic to Quickbooks 2007 for PC are all huge processes in QB2009 for Mac. It's very frustrating, to say the least.
Answer
amyp1074, QB for Mac doesn't include a customization feature for invoice emails. I'm not familiar with how the Windows version works; all I can say is that the two programs are developed separately from each other.
Please use the Feedback feature in QuickBooks (in addition to this online forum) to voice your wishes to Intuit about features you'd like to see added. Intuit keeps track of which features are most desired by users.
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
