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Keep Email Invoice Feature

The Keep Email Invoice feature simplifies the way you manage and store your invoices. With this tool, you can send invoices directly to your email for easy access and organization. This ensures that you always have your financial documents at your fingertips, streamlining your workflow.

Key Features

Direct email delivery for quick access
Automatic organization of invoices by date or client
User-friendly interface for effortless navigation
Secure storage of invoices in your email
Easy sharing with clients or team members

Use Cases and Benefits

Ideal for freelancers who need to keep track of multiple invoices
Helpful for small businesses aiming to maintain organized financial records
Great for accountants who require easy access to invoice details
Useful for teams that need to collaborate on financial documents

This feature addresses your need for organization and quick access to financial documents. By keeping your invoices in your email, you eliminate the hassle of searching through physical files or multiple software platforms. With Keep Email Invoice, you save time, reduce stress, and maintain better control over your finances.

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For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Automatically cc yourself As a sanity check, set QuickBooks to automatically email you a copy of all sent invoices: Select Gear > Company Settings. Select Sales > Messages > Email me a copy1.
Currently, the ability to automatically send your customer's statements and invoice in one email is not yet available. QuickBooks is designed to send an invoice by batch and statements by batch separately, even if the email address is the same, or even if you're sending it to the same customer.
Invoices help you keep track of your accounts receivable. Depending on your transaction with a customer, you can create an invoice in QuickBooks Desktop in different ways. Creating an invoice is part of your usual A/R workflow in QuickBooks Desktop.
Quickbooks allows you to set up recurring invoices for customers your company bills on a regular basis. You can use recurring invoices even if some billed items may change on each invoice. Select “Customer” from the menu at the top of the screen. Choose the “Create Invoices” option.
Select Gear > Recurring Transactions > New. For Transaction Type, select Invoice and then click OK. For Type, select Scheduled. Select Automatically send emails. Complete the rest of the form and then click Save template.
To create an invoice in QuickBooks Desktop Pro, select Customers| Create Invoices from the Menu Bar. Alternatively, you can type the customer information into the Bill To and Ship To fields in the form. If you select a customer from the drop-down, their information automatically appears in the form.
There's an easy way to gently remind customers about invoice due dates. In QuickBooks Online, you can set up automatic reminders. No need to track the dates yourself or worry about sending too many reminders. And you can personalize the email message, so it matches your business.
Select + New. Under Customers, select Invoice. Fill out the form with information you want to appear in every instance of the invoice. Under Payment Options, choose the types of payments that you accept. Select Make recurring. Customize the Recurring Invoice: Enter a template name.

Video Review on How to Keep Email Invoice

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