How to email an invoice to customers

Product Version
Windows 2019

Overview

If you are a Quicken Home, Business, & Rental Property user, you can email your invoice directly to your customers. You can also choose to attach a PDF of your invoice to the email.

Instructions

  1. Create an invoice by going to Business > Invoices and Estimates > Create an invoice
  2. Edit the details of the invoice, and click Email.
  3. Review the text of the email and click Send Email.

How to email an invoice to customers

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