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brenttbrady
June 3, 2021
Question

Can I add a separate customer emails for estimates and invoices?

  • June 3, 2021
  • 2 replies
  • 0 views

 I was wondering if it is possible to add two separate emails to a customer? The email address I add to a customers information is automatically populated for both estimates and invoices. Our company often sends estimates to a different contact within their company for approval than invoices. 

    2 replies

    BettyJaneB
    BettyJaneB
    June 4, 2021

    Hi there, @brenttbrady.

     

    Yes, you can add a separate email for your customer. I'd be glad to walk you through how to accomplish this goal.

     

    You have the option to enter multiple emails in your customer's profile, invoices, or estimates. Any attached email will receive the invoice once sent. Make sure that the email addresses are separated with commas (,).

     

    Please check out the sample snips attached below on how add them on your customers profile and on sales forms:

     To give you more details about adding customer's and emailing forms in QuickBooks Online, please see these resources:

    Know that my doors are always open to help if there's anything else you need with sales transactions or with QuickBooks. Thanks for coming, and have a good one!

    B
    brenttbradyAuthor
    June 4, 2021

    Hi Betty,

     

    Thank you very much for the response.

    I see you can add multiple emails to the customer info, but it seems as whatever you enter there gets automatically entered when the customer is entered in an estimate. That is fine, but what I cant seem to do is once the estimate is converted into an invoice, automatically enter a different email under that customer. For example, a customers accounts payable email. 

    Thank you again!

    J
    JonpriL
    June 4, 2021

    Hello @brenttbrady,

     

    As of the moment, there isn't an integrated way to automate an email address change when converting an estimate to an invoice. In QuickBooks Online, all the information in an estimate will also convert to the invoice but you can edit the email address and manually enter the new one accordingly.

     

    Need help performing any tasks related to your account and company settings, click here to access and browse all articles for QuickBooks products. This reference contains most resources helpful with the steps in customizing the template of your invoices and other income transactions you can record, to name a few.

     

    Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Stay safe and have a good one!

    C
    Chrisr2
    May 1, 2025

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