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FishingForAnswers
Level 10

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@Darley B  Well, you do have the option to save the invoice as a PDF and e-mail the customer directly. This can be done either by choosing the Save as PDF option under the Print button, or the Print to PDF option on your printer list.

 

It's an extra step, sure, but far cheaper than upgrading to a new version. Besides, even if you did upgrade, it'd still fuss about e-mailing once you get past four or so company files tied to your e-mail. You'd have to take time out to reconnect company files to the e-mail account.

 

I would strongly advise against upgrading to QBO, though; this community is littered with complaints about their new invoice and e-mail templates, (poorly) AI-generated subject lines, and various add-ons.

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