Replies

1. 
   Piffin | Sep 30, 2007 02:47am | #1

   Which version do you use?
   that latter versions of QBpro have ability to email it right straight out of the program.

   I am on an older version so I print to PDF, saving the pdf on hard drive, then attaching it to the email.

   There are free pdf printers available to down;load online. pdf995 is one name. you can google "free pdf" and find several

    

    

   Welcome to the
   Taunton University of Knowledge FHB Campus at Breaktime.
    where ...
   Excellence is its own reward!

1. 
   timc | Sep 30, 2007 05:50am | #3

   QB Pro '99. Yes, it's pretty old but I work alone (no payroll etc) so my book keeping is very straight forward, don't know if upgrading would benefit me at this point.

1. 
   Piffin | Sep 30, 2007 06:21am | #4

   99 was one of the most stable platforms they had out, but they do not support it anymore. I almost wish I had stayed with it.Anyways, you will need to either upgrade or install a pdf print software whih you can find free.
   It installs as a printer, then when you tell QB to print, you select the PDF printer instead of your own defeault LAN printer.
   The program will ask you to name the file as it saves it. Remember what name and where on the drive you are saving it so you can attach it to email 

    

   Welcome to the Taunton University of Knowledge FHB Campus at Breaktime. where ... Excellence is its own reward!

1. 
   timc | Sep 30, 2007 06:41am | #5

   Over my head! Could you explain how to do it, please

1. 
   Piffin | Sep 30, 2007 06:49am | #6

   I Thought I just did.Google "free pdf"pick one ( I use pdf995)download and install itThen after you prepare an invoice in QB, go to file>printA dialouge box will pop upwhere you can do things like say how many copies and whether landscape or portrait layout. Near top of that dialouge box is a drop-down menu that will display the name of whatever printer you are using now. Clicking on that will cause the list to drop down and you will see your pdf program listed there.. choose it as your printer.Then OK to print the invoice to the hard drive as a pdf file.Then attach it to your email as you would any other attachment. 

    

   Welcome to the Taunton University of Knowledge FHB Campus at Breaktime. where ... Excellence is its own reward!

2. 
   timc | Sep 30, 2007 06:39pm | #7

   Thanks for your help, I'll give it a try

3. 
   Stuart | Sep 30, 2007 10:08pm | #8

   I'm not familiar with Quickbooks but try doing a Save As, then look to see if it will let you save it to some other format such as a .pdf file that can be emailed to the customer.

4. 
   Piffin | Sep 30, 2007 10:14pm | #9

   There was a way to save as - some sort of a text doc, but it would totally mess up all the formatting and lines. The info would be there, but not sensibly arranged.
   That is my memory of '99 anyway. 

    

   Welcome to the Taunton University of Knowledge FHB Campus at Breaktime. where ... Excellence is its own reward!

5. 
   jocobe | Oct 01, 2007 12:53am | #10

   In QuickBooks I can send an invoice with an option for the customer to pay online with a credit card. Actually my wife, the CPA, does it for me. I accept credit cards though. It's handy for receiving a deposit quickly....John.View Image

6. 
   Piffin | Oct 01, 2007 02:08am | #12

   But you are not doing this with QB'99. You have a newer version. the OP is using 99 

    

   Welcome to the Taunton University of Knowledge FHB Campus at Breaktime. where ... Excellence is its own reward!

7. 
   jocobe | Oct 01, 2007 04:41am | #13

   Sorry....I wasn't paying attention =8^)View Image

2. 
   bambam | Sep 30, 2007 04:36am | #2

   I use QBs Premier Contractor Edition and on the Invoice page there is an email option on the toolbar about 3 or 4 down from the left. I think you will have to set up MS Outlook (if you have Windows) or another email program  for your OS.

   My Bro uses a different version and he emails his too. I dont know how he does his but I can find out if you need me to. Like Piffin said, we need to know what version you have.

   When everthing is going your way, you're in the wrong lane

3. 
   builderhayes | Oct 01, 2007 01:51am | #11

   A PDF writter is the way to go. Also if you become familar with the program, the person at the other end cant alter the document. PDF's are also a great way to keep a back- up copy of your invoices on your hard drive. I bought mine from Adobe and get constant free upgrade. Handy tool to have, even for personal use.

4. 
   Cooper | Oct 03, 2007 03:36am | #14

   You should be able to bill an invoice directly from the Invoice page by selecting "Send". It will go to a small screen that asks you to write a small message to the client. I've been using Quickbooks since 2000, and have always had this option.