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tracey2972
August 5, 2021
Solved

Invoice email CC on certain customers

  • August 5, 2021
  • 2 replies
  • 0 views

Hi

 

I've set up my system to CC me on customer emails but I'd also like to be able to CC another member of staff for certain customers.

 

Is this possible?

Best answer by EmmaM

Hello, Tracy2972, you can only have one automatic cc in the account and settings which is for all invoices, however, you can when creating the invoice add a second cc by clicking on the blue cc/bcc next to customer email and adding it there manually on each email. You could also in the customer information section add a second email by separating the customer email with a comma. 

2 replies

MJoy_D
MJoy_D
August 5, 2021

I can help you with setting up your invoices to CC your other member or staff, @tracey2972.

 

You can go to your Account and Settings to add a Carbon Copy (CC) email address of your other members or staff. They’ll be receiving a copy of every invoice that you’ll create and send. You can separate multiple emails with a comma.

 

Follow the steps below:

 

  1. Go to the Gear icon, then select Account and Settings.
  2. From the left menu, click Sales.
  3. In the Messages section, you can enter the email address under Copy (Cc) new invoices to address.
  4. Click Save and then Done.

 

Refer to the following article for more information on how to send a sales form to multiple email recipients without setting it up as Cc/Bcc recipients: Email a sales form or report to multiple email addresses.

 

After receiving the payment from the invoices you've sent, see the following article on how to record this transaction: Record invoice payments in QuickBooks Online.

 

I'm always here if you need more help in setting up up your invoice settings and or anything else, by leaving a reply below. I'm always glad to help in any way I can. Take care and have a great rest of the day!

T
tracey2972Author
August 5, 2021

Hi

 

Thanks for coming back to me.

 

I've got my system set up to CC all invoices to me but I'd like the ones for a specific customer to be CC'd to someone else as well.  It's only for that one customer.

 

Is this possible?

E
EmmaMAnswer
August 5, 2021

Hello, Tracy2972, you can only have one automatic cc in the account and settings which is for all invoices, however, you can when creating the invoice add a second cc by clicking on the blue cc/bcc next to customer email and adding it there manually on each email. You could also in the customer information section add a second email by separating the customer email with a comma. 

S
SirielJeaB
March 24, 2023

Hello there, DougNT. I appreciate you for visiting us here in our Community forum. Our priority is to provide appropriate assistance to your concern.

 

I want to ensure that your question is addressed appropriately. I would like to verify if you're referring to a sales representative field on invoices. May I ask for further information on what you mean by Rep/State call-out? Any further information will assist me in providing the best information and solutions.

 

Please don't hesitate to drop by again. I will eagerly wait for your response. We'd be more than happy to assist you further. Take care!

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