Email Invoice Not Working

matt's Avatar

matt

05 Mar, 2012 12:46 PM

Hi

I'm new to Easy Books. Trying to send my first invoice by email. It's not working. Can you tell me what i need to do please?

Thanks

Matt

  1. Support Staff 1 Posted by Admin on 05 Mar, 2012 12:55 PM

    Admin's Avatar

    Are you using Mac, iPhone or iPad?

    Mathew

  2. 2 Posted by matt on 05 Mar, 2012 02:00 PM

    matt's Avatar

    Hi

    Im using Mac

  3. 3 Posted by matt on 05 Mar, 2012 03:19 PM

    matt's Avatar

    Hi Mathew. Can you or anyone let me know how to set up email invoicing on Easy Books for Mac please? Anxious to get an invoice out by close of day.
    Thanks
    Matt

  4. 4 Posted by alheron on 05 Mar, 2012 03:45 PM

    alheron's Avatar

    Hi Matt

    Have you actually created the invoice yet? If you have it should be displayed in the bottom left corner as an image in Easy Books. All you need to do is drag the image from here onto the mail icon in your desktop toolbar, mail will open, you then address the mail and send it out, adding any comments you wish first. I am assuming from your previous comments you are on a Mac, the procedure is different on an iPhone/iPad.

    Hope this helps

    Al

  5. 5 Posted by matt on 05 Mar, 2012 03:54 PM

    matt's Avatar

    Thanks for that help. Saved the day.

    I was expecting something to happen when I pushed the button 'Send Invoice', thinking it would all be automated.

    Cheers

    Matt

  6. 6 Posted by alheron on 05 Mar, 2012 05:45 PM

    alheron's Avatar

    No problem Matt, glad to help.

    Cheers

    Al

  7. Admin closed this discussion on 05 Mar, 2012 07:55 PM.

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