Can I get Memorized invoices to email automatically?
is there a way to set up quickbooks to automatically send via email memorized invoices when they are entered without having to go in and SEND FORMS?
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09/08/11 6:45pm PDT
Viewed by asker 09/14/11 7:52am PDT
Viewed by asker 09/14/11 7:52am PDT
3 Replies
BurtonCPA
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Allstar
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09/08/11 6:54pm PDT
The solution
No. You have to "Send Forms." If you use the reminder list, it may help to set up a to do note for the same day as your memorized transactions. Once you have sent the forms, instead of marking the note as "Done", just change the date under "Remind me on" to the date your next memorized transaction will be entered.
09/14/11 7:52am PDT
Thank you for your time! I just needed confirmation that I was correct.
