1. Home
  2. QuickBooks Discussions
  3. How to email a Sales receipt??

How to email a Sales receipt??

Folks:

Running Quickbooks Small Business Plus Payroll Edition: 2003.

I need to email a sales receipt to a customer, who wants a copy of his purchase for his records. If I create an invoice, I have a button to email the invoice to the customer on the lower of the 2 toolbars. However, this email button dissappears if I change to create\edit a sales receipt.

Does anyone know where I can set the program so I can email a copy of a sales receipt? Is this option dependant on a template being made for it, or something similar? I have been through the help file 3 times now, and have seen references to emailing sales receipts, but they are vague enough to suggest it is a generic option that is available most options (but not necessarily all).

I havent actually found anywhere in the quickbooks setup to decide what buttons are avilable on which toolbar. Is there such an option to set these?

Any ideas or advice welcomed.

If no joy, I can simply print the invoice and send it to the customer, but I am trying to save a few trees by not wasting the paper...

Cheers,

Rod.......Out Back Australia

Reply to
Rod Out Back
Loading thread data ...

Email options are limited in the 2003 version, you cannot email a sales receipt (for example) unless you use a PDF driver or conversion software. Later versions can email virtually any document or report. You can search earlier threads in this newsgroup for "PDF" recommendations.

enough to

customer, but I

Reply to
!-!

I can email a tax invoice, which is sent as a PDF file from within Quickbooks, but the option for emailing a Sales receipt isnt there. The software does have the ability to send it, but it wont let me... is this what you are saying? If so, I wonder who decided what could or couldnt be emailed?

Are you saying my only option is to print to a pdf file and send it from there? Bugger! it might be time to upgrade...

Cheers,

Rod.......Out Back

Reply to
Rod Out Back

Yes, that's what I'm saying.

The 2003 version allows you to send a few documents by email including invoices, but not other documents such as sales receipts. As there are now 3 later versions it is unimportant "who" made these decisions. You have 2 options:

- Upgrade to a newer version.

- Print to a PDF file.

couldnt be

conversion

report.

button

However,

receipt.

decide

Reply to
!-!

Hi, Rod, I really enjoy the pics you post on alt.binaries.pictures.animals. Welcome to the maddenig, confusion of bookkeeping. I'm not an accountant so I lurk here and try to learn by reading problems and solutions and I don't know if this will be much help. I believe you can download CutePDF from

formatting link
then print your sales receipt with the CutePDF printer, save it in a folder and then do your email with attachment. I'm not sure but you can try this.

Reply to
Ace

!-!,

Many thanks for that information. I shall have a think about my options. Upgrading might be a simpler process, but I was actually considering getting a PDF writer for another project.

Thanks again for the info.

Cheers,

Rod.......Out Back

Reply to
Rod Out Back

Thanks, Ace! I might have a try at one of the various PDF writers before deciding if I upgrade. There was another feature in the later version of Quickbooks that appealed, but not enough to upgrade solely for that feature. The ability to send sales receipts seems to be gettting more relevant these past 12 months or so.

I have been doing the books electronically the past 3.5 years, and nearly all of my customers(Not that I have many!) are now hooked up with email. An electronic sales receipt suits them.

Glad you like the photos.

Cheers,

Rod.......Out Back

Reply to
Rod Out Back

There's a realy good one at

formatting link

- ____ _ | __\_\_o____/_|

Reply to
John

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.