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This chapter is from the book

This chapter is from the book

Emailing an Invoice

The most popular form of communication these days seems to be email, so why not take advantage of this medium to dispatch your invoices? Email is easy and you can get your invoice into the hands of your customer quickly. One word of warning: Make sure your customer expects the e-invoice so your message won’t get lost in the shuffle of junk that permeates email boxes. If your customer is keen on electronic communication, you might be able to encourage an electronic payment, which reduces the turnaround time on your invoice even more.

Indicate Email Status on an Invoice

  • orange_circle_1.gif Create an invoice, or open an invoice form already created but not yet printed.
  • orange_circle_2.gif Check the To Be E-mailed box to initiate email delivery.
  • orange_circle_3.gif Save the invoice.
  • orange_circle_4.gif If the customer’s email address was not entered previously, you are prompted to enter it now.
  • orange_circle_5.gif Click OK.

Send One Invoice by Email

  • orange_circle_1.gif Open the invoice on which you indicated email delivery.
  • orange_circle_2.gif Click the drop-down arrow next to the Send button.
  • orange_circle_3.gif Select E-mail Invoice.
  • orange_circle_4.gif Verify that the information in the cover letter is correct.
  • orange_circle_5.gif Make changes or additions to the cover letter if necessary.
  • orange_circle_6.gif Click the Send Now button.

Send a Batch of Email Invoices

  • orange_circle_1.gif Select File, Send Forms.
  • orange_circle_2.gif Click in the first column to check off each form you want to send. Checkmarks appear to the left of each selected form.
  • orange_circle_3.gif Double-click any form to display a preview of the accompanying cover letter.
  • orange_circle_4.gif Click Send Now.
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