e-mailed Statement proof?

Is there any place in QuickBooks that documents when Statements have been e-mailed? With invoices, you can click on their History button, but I don't know of any way to check on whether a customer was sent a statement.

Do you?

Reply to
Garrett White
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No.

Reply to
!-!

If that's true, and it sure seems to be, I'd love to learn about any clever workarounds people are using to log e-mailed statements. Same for snail-mailed statements and invoices. There doesn't seem to be a way to verify that those have been sent.

It shouldn't be necessary, in a program of this type (I have QB Pro 2004) to manually create a record of an action that's been performed -- the program should just generate that itself, I think -- but I'll be somebody has some good ideas for these situations. Yes?

Reply to
Garrett White

Some of us prefer to use a PDF generator (I use win2pdf) and then send the resulting PDF file with our preferred email client. With my client I can request both a delivery and a read receipt. Works for me

Gary

Reply to
Gary

I'm not interest in paying for the QuickBooks online service, so that's not an option. And I'm not talking about the sort of mail verification that you the post office offers. I'm talking about something as simple as: Joe Blow owes me a hundred bucks. Did I already sent him a statement or do I still need to?

If you're trying to be paperless, QuickBooks has everything I've been able to think of covered, except for this issue.

Reply to
Garrett White

I used to use CutePDF, but too many customers were telling me that they could open, but not print those PDF files. I gave up on it.

Reply to
Garrett White

That's something to consider. It would cover the e-mailed statement issue, and provide better recording keeping for e-mailed invoices too. Still, it's really nice to be able to do that within QB, and it's WAY faster at creating its PDF files than Acrobat or CutePDF are.

Reply to
Garrett White

That's interesting because I have never had a problem with it. Could be that they did not have the latest version of Adobe installed.

Reply to
Laura

How is this different from using CutePDF which is also a PDF generator like win2PDF?

Reply to
Laura

You may have one of the printer options set incorrectly in CutePDF. I use docuPrinter, which is not free, but it always works and produces better output than CutePDF. docuPrinter has an option to allow viewing but not allow printing of the final document, but I don't see that in CutePDF. docuPrinter will also let you print multiple documents to one PDF by appending documents to the one before. I do not believe that CutePDF can do that.

-- Vic Roberts Replace xxx with vdr in e-mail address.

Reply to
Victor Roberts

You are correct that the free version of CutePDF does not do that. The pay version does this and many more features.

Reply to
Laura

They certainly keep a copy and a log of everything that passes through their servers for posterity (and who knows what else) so apparently the pc-farm-slave that had implemented this feature was not aware that a user may need some way to verify the emailing of documents through Quickbooks.

This is very indicative of the level of the substandard Quickbooks product quality control.

=
Reply to
nospam

I suppose, but I am not interested in sending my email through their servers, whatever the reason.

G

unacceptable,

Reply to
Gary

No, it wasn't that, because they did (have the latest version). It was intermittent, and, like I said, didn't affect opening the docs, just printing them. Odd.

Reply to
Garrett White

I was using the free version. Are you?

Reply to
Garrett White

I can only tell you that I can e-mail multiple statements and invoices, and get the confirmation that the mail was sent, in less than a quarter of the time it would take to even make a single invoice in either CutePDF or Acrobat. I have them all, and have used them all many times. However it's happening within QB is SIGNIFICANTLY faster, and the output looks flawless.

Reply to
Garrett White

There are certain font options in CutePDF that might cause this problem. You may want test the Use TrueType fonts vs. Use Printer Fonts.

-- Vic Roberts Replace xxx with vdr in e-mail address.

Reply to
Victor Roberts

Of course. Best price in town.

Reply to
Laura

Does the e-mail use your own smtp server or Intuits? I have heard negative things about using Intuits e-mail service.

Reply to
Laura

It uses Intuit's. I've noticed the negative comments about that here, but I don't fully understand them. I'm hoping to learn more about that. The biggest negative I can think of is that the sent e-mails aren't sitting there in my SENT box, for verification and archival purposes. I get around that by cc'ing the posts to myself, and then moving those to a SENT INVOICES AND STATEMENTS folder.

Again, for me, it's a matter of efficiency. To be able to press ONE button and have multiple PDF files created, addressed, and sent, is SO handy. Generating each PDF "manually", and then saving them, and addressing each e-mail manually, and attaching each PDF manually, and then finally sending them all is a huge cost, in terms of efficiency, compared to letting Intuit's/QuickBooks's system handle all of that.

You should create some test invoices and send them to yourself, using the Intuit way, just to see what I mean. If there's something I should learn about the dangers of going with this system, I hope someone will enlighten me here!

Reply to
Garrett White

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