How to setup recurring Sales Receipt to automatically send email – NEWQBO.COM

How to setup recurring Sales Receipt to automatically send email

Assuming you already have a recurring Sales Receipt template setup (*) for a customer and that recurring template shows an email address for the customer, you will need to do the following.

From the home page screen:

  • left navigation bar
  • Customers
  • From the customer center page, select a customer
  • Select “Edit” button (upper right corner) or Go to the “Customer Details” tab (default set is Transaction List) and click the “Edit” button
  • Go to the “Payment and billing” tab
  • Set the “Preferred delivery method” to “Send Later”
  • Save

This updates the customers delivery method to email and the “Scheduled” recurring sales receipts will automatically run and send emails to customers.

* Creating recurring Sales Receipt Template – from the home page screen > company gear (upper right corner) > lists > recurring transactions > new > transaction type > sales receipt > OK > template name for a customer and fill out the information.

Click on the screenshots below to enlarge them
send later1

send later2

send later

 

#QuickBooks Online

 


 

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