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Laurabelle
June 17, 2019
Solved

Change Client's Email Address

  • June 17, 2019
  • 1 reply
  • 0 views

My client has updated his invoicing email address and I want to change it now so I don't forget when I next send an invoice.

 

How do I change his email address so that it saves? I assume it's stored somewhere because of the autofill feature when creating a new invoice?

 

Thanks!

Best answer by Rasa-LilaM

Thanks for getting back to us, @Laurabelle.

 

QuickBooks Self-Employed doesn't have a Customer Information page. To update your client’s email address, you'll have to manually enter it each time you create an invoice

 

In case you want to update your own email information, I'm also adding steps on how accomplish this task.

 

  1. Go to the Invoices menu located on the left panel of your QBSE company. In the upper right-hand, click on the Create invoice tab.
  2. Scroll down to the bottom of the page and choose the Edit Work Info tab.
  3. In the Your work info window, go to the Email section and enter the correct email address.
  4. Once done, click on the Save button.

To help you get started working in QBSE, I’m adding a link to view the list of our articles.

 

Moving forward, the new email address should show on the invoice.

 

Let me know the outcome after following these steps. I’m always here if you need more help

1 reply

G
GeorgiaC
June 17, 2019

Hi Laurabelle,

 

 

To update your clients email address, go to Sales on the left navigation bar and then Customers. Locate the customer using the search toolbar and then click Edit.

This will bring up the Customer information panel where you can edit the email :) 

 

 

Thanks!

L
LaurabelleAuthor
June 17, 2019

Thanks for your reply! Does that refer to the Self-Employed version? I don't have "Sales" as an option on my dashboard. I've attached a screenshot of what my navigation bar looks like. Where am I going wrong??

R
Rasa-LilaMAnswer
June 18, 2019

Thanks for getting back to us, @Laurabelle.

 

QuickBooks Self-Employed doesn't have a Customer Information page. To update your client’s email address, you'll have to manually enter it each time you create an invoice

 

In case you want to update your own email information, I'm also adding steps on how accomplish this task.

 

  1. Go to the Invoices menu located on the left panel of your QBSE company. In the upper right-hand, click on the Create invoice tab.
  2. Scroll down to the bottom of the page and choose the Edit Work Info tab.
  3. In the Your work info window, go to the Email section and enter the correct email address.
  4. Once done, click on the Save button.

To help you get started working in QBSE, I’m adding a link to view the list of our articles.

 

Moving forward, the new email address should show on the invoice.

 

Let me know the outcome after following these steps. I’m always here if you need more help

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