Email Invoices to Customers Within Mobius

Summary

We are always trying to bring improvements to Mobius to save you steps. With this in mind, we just removed a step from your invoice process.  You can now email invoices to your customers from Mobius! Please set up your email preferences prior to following these instructions.

Note: You must first configure your DKIM/SPF settings on your domain provider’s website before you can use this feature. Please view this article for instructions on how to set this up.   

•  How to Configure Your Email Preferences for Invoice Emailing

Instructions

AutoSync Configuration

When you turn this on by default under your AutoSync settings, your invoices will also be automatically emailed when the next AutoSync runs. Be sure to click save after you make the change.

1. Click Setup QuickBooks Online
2. Click your Company Name
3. Click the Company tab
4. Select "Email Invoices"

Note: If this feature is grayed out, Email Preferences have not been properly set up

For Individual Invoices

With this feature, you can select or deselect clients to be invoiced. This will override the saved configuration outlined above.

1. Select Run New Batch
2. Select Create Invoice Batch
3. Choose your invoice sending preferences 
4. Select the invoices to batch over to QuickBooks Online
5. Click Submit.

Note: If this feature is grayed out, Email Preferences have not been properly set up