Sending yourself a copy of an invoice through email

One of the neat things about hiring a ProAdvisor is that you can learn many "tricks of the trade" and some of the work-arounds in QuickBooks. Things that can save you time.

One of the problems with emailing an invoice is how do you know if your client got the email? What did the email look like? Well, I am here to answer that question.

Once again, the solution lies in the preferences feature in the program. Go to edit, preferences, send forms, company preferences, where you will see "bcc", which stands for blind carbon copy (remember those days?, whoops, my age is showing!). That is where you put your email address. Now when you send out your client's emailed invoice, you will get an exact copy so that you can see what you sent to them. You can also edit the default language that goes with your invoicing there as well.

Try it out, it is a wonderful way to keep an email copy of what you sent out to the client.

Lynda

Check out my website www.artesanibookkeeping.com