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nancy67
June 3, 2022
Question

viewing invoice email

  • June 3, 2022
  • 1 reply
  • 0 views

I need to view the email I sent out with my invoice last month from within quickbooks. How do I find a copy without having to contact my client? This is the email that gets sent out via quickbooks when sending clients an invoice - unfortunately, I put important information into that email and I don't have another copy of what I wrote. Is a copy of these emails saved anywhere in quickbooks? Any help with this would be really appreciated!

1 reply

MariaSoledadG
MariaSoledadG
June 4, 2022

Let me share some information about getting a copy with invoices sent through email, nancy67.

 

For now, retrieving a copy of emails you sent from QuickBooks Self-Employed is unavailable. You'll want to reach out to your client to ask for the important information that you've included in the email. Moving forward, you can tick the Send me a copy box so you'll be getting email copies you send to your clients. I've added a screenshot for your visual guide:

 

Furthermore, when depositing multiple payments, you often deposit them from all sources at once. To learn more on how to record a single transaction, I've added this article for your guide: Record and Make Bank Deposits In QuickBooks Online.

 

Reach out to us if you have any questions about emailing invoices. We're here to make sure everything is taken care of.

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