How to email an invoice to customers

Product Version
Windows Subscription

Overview

If you are a Quicken Home & Business 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 the Business tab, then going to Business Actions > Invoices and Estimates > Create invoice
  2. Edit the details of the invoice and click Email.
  3. Confirm how you want to send the invoice and click OK.
  4. Review the text of the email and click Send Email.

How to email an invoice to customers

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