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Email sales orders

You can email sales orders to your customers directly from QuickBooks. When you email a sales order, your customer receives it as a PDF file email attachment along with an email message.

First-time emailer from QuickBooks?

If this is the first time you have attempted to email from QuickBooks, you are given the opportunity to register your email address with QuickBooks Business Services and to sign up for QuickBooks Billing Solutions and QuickBooks Merchant Account Service. Emailing from QuickBooks is free, but Intuit suggests you create a Business Services Account before you send your first email. You can use the same login information to access any service on the Intuit Business Services network.

Creating an Intuit Business Services account offers several benefits:

  • Allows our servers to identify you and your company so that we can process your service requests and provide you with a custom experience. This also allows us to send you pertinent messages related to the services you have subscribed to.

  • Allows you to access the Web-only features of your services from outside of QuickBooks.

  • Protects your data in case of computer problems.

  • Helps keep your account secure by verifying your identity.

  • By providing your login name and password each time you connect to Intuit Business Services, you help to keep your account access secure.

See also

To do this task
  1. Go to the Customers menu and click Create Sales Orders.

  2. Create the sales order.

  3. Click Send icon and then click Send.

  4. In the Edit E-mail Information window, check the email addresses in the From and To fields and update them if necessary.

    The To field should show your customer's email address. The From field should show your company's email address.

  5. If other people should receive a copy of the sales order, enter their email addresses in the Cc or Bcc fields.

    How do I enter more than one email address?

    You can enter multiple email addresses in the To, Cc, or Bcc fields. Use commas (,) or semi-colons (;) to separate the addresses.

    Note: If you use the Billing Solutions delivery tracking feature, keep in mind that the form will be marked "Viewed" if any recipient on the Cc or Bcc list views it, including you.

    If you sign up for Billing Solution, you can track when your customers view the forms you send them by e-mail. Knowing whether a customer has opened your message can help you decide when to follow up with a second message or payment reminder.

    To use this feature:

    1. Sign up for Billing Solution.

    2. Go to the Customers menu, click Billing Solution, and then click Set Options Online.

    3. For more information about the feature, click Turn on/off e-mailed forms delivery tracking.

    See also

  6. If needed, change the email message so that it is appropriate for your customer. To do so, click anywhere in the email text and enter your changes.

  7. (Optional) Edit the default email message for sales orders.

    You can set defaults for the Bcc email address, the Subject line, and the text for emails by clicking Edit Default Text and entering information on the Company Preferences form. If you want to receive a copy of the email, enter your own email address in the Bcc field.

  8. Spell check the email.

    Checks the spelling of words in the Description, Memo, Notes, and Message fields of most sales forms and other selected lists and forms. As a general rule, whenever you see the Spelling button, you'll be able to spell-check a field in which text can be entered manually.

  9. Click one of the following:

    • Send Now to send the sales order immediately.

    • Send Later to hold the sales order to be sent later, in a batch with other forms waiting to be sent.

To do this task
  1. Go to the Customers menu and click Create Sales Orders.

  2. Create the sales order.

  3. Do one of the following:

    • Click Email drop-down and then click Send. Your email program opens with the sales order attached to the email.

    • To hold your sales order to send later in a batch with other forms, select the To be emailed checkbox on the sales order, and then click Save. When you're ready to send the batch, follow the steps to send a batch of emails.

  4. If you're sending the sales order now, use your email program to:

    1. Check the email address in the To field.

    2. If other people should receive a copy of the sales order, enter their email addresses in the Cc or Bcc fields.

    3. If needed, change the email message so that it is appropriate for your customer.

      How do I edit the default email message for sales order?

      When you email an invoice, statement, estimate, report, or other form, QuickBooks creates an email message to accompany the form. You can customize this message for each type of form you email. You can also set defaults for the Bcc email address and the Subject line.

      To do this task

      1. Open the Send Forms preferences.

        1. Go to the Edit menu and click Preferences.

        2. In the Preferences window, click Send Forms in the list on the left.

      2. Click the Company Preferences tab.

      3. Click the Change default for drop-down arrow and select a form type.

      4. (Optional) Click the drop-down arrows to change the salutation ("Dear," etc.) and the format ( , etc.) of the customer's name.

      5. (Optional) Enter one or more email addresses in the Bcc field. Each time you email this type of form, a blind copy of the email will be sent to the addresses listed here.

      6. (Optional) Enter a default Subject line.

      7. (Optional) Click anywhere in the email text and enter any changes you want.

      8. Click OK to save your changes.

      See also

    4. To attach other forms to this email, create a PDF of each form you want to send to this customer and attach it to your email.

  5. When the email is ready, send it to your customer.

See also

KB ID# H_EMAIL_SALES_ORDERS
9/1/2014 12:29:27 AM
PPRDQSSWS407 9102 Pro 2013 320608