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Dispatching Invoices and Credit Memos via Email with QuickBooks 2016

Sending invoices and credit memos have always been a part and parcel of all sorts of business enterprises for long. With the usage of modern accounting software, these activities are done via mail. That is why it is necessary to use email feature already set up on your computer. It enables you to send email invoices in place of print them right from inside QuickBooks 2016. When it comes to sending an invoice or credit memo by email, what you need to do is to click the Email button, which is considered as the Main tab of the Create Invoices window. It is known that QuickBooks displays the Send Invoice dialog box.

Dispatching-invoice-email

When it comes to dispatching invoices and credit memos via email with QuickBooks 2016, you can follow some suggestions from QuickBooks technical support experts. These include:

  • In order to send your invoice via email, what you need to do is to enter the email address of the business that you want to refund money or bill to. Then edit the message as appropriate (don’t forget to click that Check Spelling button) and click the Send button.

Smart tip: If you miss email set up on your computer, then you need to tick the Edit → Preferences command and choose Send Forms for the purpose of using a third-party webmail account or the QuickBooks Email service.

  • Click the webmail option button, the Add button, and fill in the boxes on the dialog box in order to tell QuickBooks about a webmail account. Tap on the Check for Valid Subscriptions for telling QuickBooks about any Intuit Email subscription and then follow the onscreen instructions.  Support for Quickbooks Enterprise
  • With fax transmission software installed, it is easy to fax invoices and credit memos from inside QuickBooks. To do so, you need to click the Print button displayed at the top of the Create Invoices or the Create Credit Memos/Refunds window. After this, you should choose your fax software from the Printer Name drop-down list. Finally, use the wizard to send the fax via your modem.

Smart tip: QuickBooks users can easily save the invoice as a PDF document and can use their regular email programs in order to send the PDF to a customer.

It is assumed that these suggestions will enable a QB user to dispatch invoices and credit memos via email with QuickBooks 2016 with no hassles. If they find it hard to get the best out of their devices, they can take help from Intuit certified experts via a toll-free phone number.

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