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nadia-stardustsu
May 30, 2023
Question

Why are my payment reminders going to the wrong email address?

  • May 30, 2023
  • 1 reply
  • 0 views
I have a customer, lets call her Jane Smith. Jane's email is xxxxxxxxx@xxxxx.xxx

Jane's invoices go to the above email address and are received by Jane.

I have set up automatic payment reminders. Jane's payment reminders go to my personal email address (not linked to QBO in any way that I can see).

My email address doesn't seem to be anywhere in Jane's customer file. I can't even find it anywhere in QBO. Unable to see anything related in settings.

Can anyone shed some light?

1 reply

S
SarahannC
May 30, 2023

 Appreciate you for reviewing your customer's profile and settings, nadia. 

 

There are possible reasons why payment reminders went to your personal email address. I'll make sure to provide further information and help you fix it right now.

 

First, double check the settings again. Make sure the Email me a copy box is unchecked.

 

  1. Go to Gear icon.
  2. Select Account and settings.
  3. In the Sales tab, go to the Messages section. 
  4. If the Email me a copy box has a checkmark, make sure to remove it. Untick the box.
  5. I also suggest reviewing the Copy (Cc) new invoices to address and Blind Copy (Bcc) new invoices to address. Make sure your personal email isn't entered there.

     

Next, upon sending an email or payment reminder, you should have unticked the Send me a copy box and clear the Cc/Bcc fields. Here's how you could do it:

 

  1. Go to the Sales menu and select Invoices.
  2. Find the invoice you'd like to send a reminder for.
  3. From the Receive payment dropdown, select Send reminder.
  4. Ensure the Send me a copy box is unticked. Also, the Cc/Bcc field should not include your personal email address.

 

For additional information, you can go to this link: Send invoice reminders automatically or manually in QuickBooks Online.

 

Let me know if you have more questions about sending payment reminders and invoices in QuickBooks. I'm always available to help you.

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