How to email an invoice to customers in Quicken Classic for Windows

Overview

If you are a Quicken Classic Business & Personal user, you can email your invoice directly to your customers. You can also choose to attach a PDF of your invoice to the email.

Note: The invoice email feature is currently NOT available for Quicken Classic Business & Personal on Mac.

Instructions

1. Create an invoice by going to the Business tab, then clicking Create Invoice.

2. Choose an Invoice account from the dropdown and click OK.

3. Edit the details of the invoice and click Email....

4. Enter the Email address, choose a Format (HTML or Plain text), and click OK.

5. Review the text of the email and click Send Email.