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Suncraft
March 31, 2023
Question

Problem with copied invoice

  • March 31, 2023
  • 1 reply
  • 0 views

To save time, when I invoice existing customers I usually start by copying an old invoice and make changes to it.  Sometimes a customer will change their contact email and ask for all future invoices to be sent to the new email address.  This becomes a problem when I copy an old invoice because it will also copy over the old email address.  Is there a way to tell Quickbooks to always use the email address saved to the customer record when I copy an invoice?  If not, is there a setting to leave the email field blank on copied invoices?

1 reply

Candice C
Candice C
March 31, 2023

Greetings, @Suncraft. 

 

It's great to see a new face here in the Community! I'd be more than happy to share some insight into the problem you're having with copying invoices. 

 

I can see how easy and beneficial this could be for your business. However, there isn't a way use the email saved to the customer record or to leave the email field blank if you're copying an invoice with the old email. 

 

You'll need to manually edit the email to include the new one. 

 

You can submit your feedback to our Product Developer so they can consider adding these options within the copying an invoice feature. Also, review our Blog site to keep up with what's new in the system. 

 

I hope this helps answer your question. I'm only a post away if you need me again. Best wishes! 

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