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Sending Invoices or Estimates by Email

Before you can send invoices by email, you need to set up each customer to receive email invoices. (See Setting Up Customer Email Options.) Invoices are sent as text or PDF files attached to an email message through your email program, such as Microsoft® Outlook® or through a third party email provider such as Gmail, Yahoo, etc. You need to first configure Brass Jacks Bookkeeper to connect to whatever email service you are using. (See Setting Up Company Email Settings.) for more information.

To send invoices by email:

1. In the Print Invoices & Estimates dialog box, for each customer to receive email invoices, specify PDF File or Text File from the Output Format list.
2. Click Print.
3. Confirm that the invoices and estimates were successfully saved by opening the text or PDF files and viewing them.
   Brass Jacks Bookkeeper saves the files in theBrass Jacks Bookkeeper \Invoices folder in your Documents (or My Documents) folder.
4. In the confirmation message, if the invoices and estimates were created successfully, click Yes.
5. In the message reminding you that invoices will be sent by email, click Yes to send the invoices and estimates.