You can email forms (invoice, estimate, sales receipt, purchase order, paystub, etc.) with customized cover notes directly from QuickBooks. This Send Forms Preferences deal with how you can set up and use your email program.
To open Send Forms Preferences, go to Main Menu > Edit > Preferences > Send Forms.
My Preferences
Auto-check the “Email Later” checkbox if customer’s Preferred Delivery method is email.
This box is turned on automatically so that if the customer delivery method in Customer Profile > Payment Settings > Preferred Delivery Method is configured as E-Mail, the Email Later box in respective form is checked. This is to prevent forgetting to email your form.
Send E-mail Using.
You can select Outlook if it’s installed already in your computer and QuickBooks will configure it automatically.
Or, you can select Web Mail > Add which will bring you to Add Email Info dialog box:
Fill in your Email id with your email address and Email Provider. If you select other than available Gmail, Yahoo, or Hotmail/Live, you have to enter Server Name and Port manually.
Company Preferences
The program populates standard messages for each form available in the Show drop-down menu.
To customize your message in invoice above, you have to Add Template first. Adding template means creating a copy of default template so you can modify its content.
Once you see the copy of the template in the Template Name column, highlight it, and click Edit. You can then change and/or insert field in the content here. Save it when it’s done.
QuickBooks automatically sets this copy template as a default template.
