I can't email my invoice , I get a message " QuickBooks Billing Solution "

Legacy KB ID: 303

Question

Why when I try and Email my invoices I get a pop up screen advising me of QuickBooks Billing Solution?

Answer

This is due to Preferred Send Form Method under the Additional Info tab in your customer setup being set to mail only.

In order to enable the emailing functionality while invoicing your customer you need to follow the steps below:

1- Go to Customers drop down menu and then to Customer Centre.
2- Highlight the customer that you are trying to email.
3- Right click on the name and select Edit Customer: Job.
4- Click on Additional Info tab.
5- Change the Preferred Send Form Method to Email.

Or alternatively you can choose to email your invoice via File drop down menu - Send Forms after you mark the invoice to be emailed at the time of creation.


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