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Email invoices

Last post 05-15-2013 9:06 AM by Method_Jason. 1 replies.
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  • 05-14-2013 10:48 PM

    Email invoices

    How do I set a client so when I do invoices and they sync with QB , it will sync as a to be emailed?

    In other words I use billing solutions from intuit, so some customers will need the invoice to be emailed, how do I do this???

  • 05-15-2013 9:06 AM In reply to

    Re: Email invoices

    Answer

    Hi Marcelo,

    When you are creating an invoice in Method, you will always be given the option To Be Emailed In Quickbooks (see the screenshots below). This field will sync with the same field in Quickbooks. With a bit of customization, you should also be able tflag which customers will have this field checked by default, and which ones will have this field unchecked by default. To do this, I suggest creating a new YesNo field in the Customer table that sets which customers are To Be Emailed in Quickbooks by default. 

    Jason


     

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