Add new email addresses for invoices

Before you can email an invoice to a customer, you must enter and verify the From email address that appears on the invoice. Quicken verifies the address to help prevent fraud and ensure successful delivery.

Note
You must complete the invoice before you can access the email options.

Add and verify a new email address

To add a new email address:

1. Create a new invoice or open an existing one.

2. Enter all required fields on the invoice, including the Customer, Invoice #, Date, and at least one line item.

3. Select Email at the bottom right of the invoice window.

4. In the Email Invoice window, enter your email address in the Email field.

5. Select the HTML (Recommended) or Plain text format.

6. Select OK.

Quicken will send a verification email to the address you entered.

7. Open your email inbox and locate the verification message.

8. Select the link in the message to confirm your address.

Once verified, the email address will be saved and available for use on future invoices.

Note
You must complete the verification step before the address is available for sending invoices.