QuickBooks 2005: The Missing Manual

Send Forms

As you'll learn throughout this book, you can include a cover note when you send invoices, purchase orders, and other business forms via email, as illustrated in Figure 6-11. For example, if you email a purchase order, you can include details about the delivery in the note. Or, you can include a cover note along with an invoice to add some personal interaction with your customer.

Figure 6-11. Top: When you create a form such as an invoice, you can send that form via email without leaving the dialog box. Click Send to open the Send Invoice dialog box (or the corresponding dialog box for other types of sales forms). Bottom: The contents of the note that you create in the Send Forms preference section appear in the Send Forms dialog box. QuickBooks attaches your invoice or other sales form as an Adobe PDF

QuickBooks includes standard messages for each type of form you send via email. These messages, illustrated in Figure 6-12, won't win any awards for creativity. But QuickBooks administrators can change the standard messages. With QuickBooks Pro, Premier, or Enterprise editions, you can create standard notes for invoices, estimates,statements, sales orders, sales receipts, credit memos, purchase orders, and reports.

Figure 6-12. Top: If your company has standard letters on file, ...