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T
TaylorHeating
September 29, 2023
Question

Invoice automaticallyemailed to wrong customer

  • September 29, 2023
  • 1 reply
  • 0 views

How does this happen? Invoice is generated automatically each month. I email the invoice to the customer for her to pay online.

She emailed me today saying she received the wrong invoice. 

The thing is, her invoice this month did not self-generate so there is no way I made the error. The email on the invoice that she received was correct for that customer, not for the customer that complained.

How can this possibly happen???

1 reply

A
ArielI
September 29, 2023

I appreciate you sharing this concern with the community, @Taylor11_2. 

To assist you in resolving the issue with your invoices, I'd like to provide you with a few steps that can help. Let's review the template and ensure that it contains the correct email address.

 

Here's how:

 

  1. Click the Gear icon.
  2. Select Recurring transactions
  3. Hit New.
  4. Click on the dropdown arrow.
  5. Select Invoice.
  6. Fill out all information needed.
  7. Click save template.

 

You may check this in case you want to review your recurring transactions in QuickBooks Online.

 

Feel free to scan this guide also for complete steps of receiving invoice payments: Record invoice payments in QuickBooks Online

 

If you need further assistance or concerns about QuickBooks Online, feel free to leave a comment. We are always here to assist you.

 

 

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