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F
FulingSean
November 15, 2023
Question

Sending sales order and Invoice to different email contacts

  • November 15, 2023
  • 1 reply
  • 0 views

Is there any way that I can set up the different email contacts for whom will receive sales order and invoice in QB Desktop version?

In QB online, I can set up the customer account and enter the person's email which will receive the invoice. Then when I create the estimate, I was able to change a different email contact that will receive the estimate, then record this transaction as recurring transaction. After doing this, every time I use the recurring transaction, the different email contact is there. 

 

I would like to know if I can do the same or similar way in Desktop version which I can set up and have the sales order and invoice to be sent  to different group of people. 

 

Thank you and every input will be appreciated. 

1 reply

A
ArielI
November 15, 2023

Hello, Fuling.

 

I appreciate your clarification and the additional details you provided. Let me share some information on how to set up sales order and Invoice to different email contacts.

 

You can email sales forms, invoices, and statements to your customers individually or as a batch. 

 

1. Click dropdown and select Email.

2. Add the email address that you want to include.

3. And Send.

 

For future preference, you can open this article: Verify that an invoice was emailed and read by recipient.

If you have further questions about setting up multiple emails, feel free to comment down. Take care!

F
FulingSeanAuthor
November 16, 2023

Hi, Airell

 

Thank you for your quick response. However, it is not what I'm looking for. Sorry for confusion.

What I'm looking for is how to set up and send the sales order to different email address other than the email address I have set up for receiving invoices. I don't intend to send the form to multiple customers through the batch. 

As you know, normally in a corporation, the person who receives sales order/order confirmation is different from the person who receive the invoice. 

 

Thanks.

M
Mark_AG
November 16, 2023

Hi there, @FulingSean.

 

Thank you for getting back to us. Let me help you send sales orders to different email addresses from an invoice. You'll need to manually enter the email addresses to whom you want to send the sales order and invoice.

 

Here's how:

 

  1. Create or open a Sales order transaction.
  2. Fill up the necessary details.
  3. Click on Email.
  4. Enter the email address in the To field.
  5. Select Send.
  6. Convert the Sales order to invoice by selecting Create Invoice.
  7. Double-check the necessary details and click Email.
  8. Enter another email address in the To field.
  9. Select Send.

 

With QuickBooks Desktop, you can also create and send customer statements, providing a clear overview of their invoices, payments, credits, and balances.

 

Let me know if you have questions other than sending different email addresses from sales order to invoice. I'd be glad to help you anytime. Have a great day!

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