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K
Kayr
June 27, 2024
Question

Customer emails that invoices get sent to

  • June 27, 2024
  • 1 reply
  • 0 views

When doing collections, I often find that an email address we had for a customer is no longer a valid one and need to change it.  I do so in the customer profile without any issues.  However, when I go to resend the invoice(s) (which almost ALWAYS needs to happen) the default email that continues to show up in the "to" email address field in QBO is the OLD address which was deleted from the customer profile.  So, I have to remember to manually go in and type in the correct email address(es) before sending and there is no way to send a batch of invoices as they will all go to the old non-existent email address.  This is quite problematic and I don't understand why any open invoices in the system automatically default to the email address where the invoice was originally sent when we re-send them after changing the email address in the customer profile.  Anybody?

1 reply

J
JanbonN
June 27, 2024

Thank you for bringing this to our attention, @Kayr. I'm here to share details about your customer's email concern

 

QuickBooks Online (QBO) doesn't apply changes to email addresses retroactively to already created invoices, which means any invoices created with an old email address will retain that email. This is why you need to manually update the email before resending those invoices.

 

For now, I recommend continuing to manually change the emails before sending them to your customers. Rest assured that the new email will reflect on your future invoices.

 

Additionally, you can refer to this article about personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let us know if you have other concerns with your customers and invoices. We're here to help.

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