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C
copytek-limited
October 10, 2024
Question

There's an email address that I cannot seem to remove from my recurring invoices and reminders, even though I removed it over a year ago.How can I delete it completely?

  • October 10, 2024
  • 1 reply
  • 0 views
The email address belongs to someone who is no longer part of our company accounting and administration. They should have no further business receiving emails about the transactions of our business. And yet, when I check my email inbox, that person continues to be added to every single automated invoice/reminder - when they shouldn't be.

1 reply

J
JanbonN
October 10, 2024

Hello there, copytek. I'm here to provide a way to delete the email address permanently.

 

Before we get started, could you specify where in the program you removed the email address? If it was from a recurring template, you’ll need to update the settings to ensure it isn't included when sending recurring invoices.

 

Here's how to do it:

 

  1. Go to the Gear icon and select Account and settings.
  2. Choose the Sales tab. Navigate to the Messages section and click the Pencil icon.
  3. In the Copy (Cc) new invoices to address and Blind Copy (Bcc) new invoices to address field, ensure the unwanted email is removed.
  4. Click Save, then Done.

 

After updating, try sending a test recurring invoice to your email to confirm that the changes have been applied correctly.

 

Additionally, you can run customer reports to get an overview of your accounts receivable transactions.

 

Let us know if you have other concerns with your recurring invoices and reminders in QBO. We're here to help you in any way we can.

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