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A
Atomoboy
August 30, 2023
Question

Different client emails on invoice & estimate

  • August 30, 2023
  • 1 reply
  • 0 views

Is there a QB workflow that allows me to modify a customer profile to send invoices to one email address and the invoice to another?   For instance, the estimate goes to the requester and the invoice goes to their accounts payable dept.

1 reply

J
JamesAndrewM
August 30, 2023

Hello there,

 

Currently, this is unavailable in QBO. You can only manually change the email address every time you send mail for estimates and invoices. Or you can create a recurring unscheduled template. Here's how:

 

  1. Go to Settings ⚙.
  2. Select Recurring transactions.
  3. Click New.
  4. Choose the type of transaction to produce, and then select OK.
  5. Enter a Template name.
  6. Pick a Type: Scheduled, Unscheduled, or Reminder.

 

For detailed information, refer to this article: Create recurring transactions in QuickBooks Online.

 

You can visit this article for future purposes: Review your recurring transactions in QuickBooks Online.

 

Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!

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