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D
Drand1
March 23, 2023
Question

Sending Receipt to multiple Emails

  • March 23, 2023
  • 1 reply
  • 0 views

Currently it seems if a customer pays through QuickBooks payments a reciept is auto generated and emailed to the first contact thats listed under the customers account. Is it possible to have the receipt sent to everyone listed under that customers account if there are multiple emails associated with that customer?

1 reply

M
MirriamM
March 23, 2023

Hello there, Derek.

 

When a customer pays with QuickBooks Payments, a receipt is automatically generated and sent to the email address associated with the customer's account. If you want the receipt to be emailed to multiple addresses, have the customer download it and forward it to the other addresses.

 

To check when QuickBooks deposits customer payments into your bank account, you can visit this article: Find out when QuickBooks Payments deposit customer payments.

 

You can always ask follow-up questions in case you need more help with QuickBooks. We're always here to guide and assist you all the way. 

D
Drand1Author
March 24, 2023

But why isn't the receipt sent to all emails under that customers account, just the first one? It is creating extra work for the customer. If I changed the order of the emails under the editing the customer would that change who the email goes to?

JaeAnnC
JaeAnnC
March 24, 2023

Thanks for returning to this thread, Drand1.

 

I'm here to share some tips on how you can send receipts to multiple emails when a customer pays through QuickBooks Payments.

 

If what you're referring to with contacts under the customer account are sub-customers, you'll have to uncheck the Bill with Parent option so the sub-customers will receive the receipt as well.

 

To do that:

 

  1. Go to Customers & leads.
  2. Select the customer and click Edit.
  3. In the Name and contact section, tick the box off for Bill parent customer.
  4. Select Save.

 

Furthermore, you can personalize your sales forms so they'd look pleasing when sending them to your customers. You'll also get to decide which information to include when emailing invoices.

 

Let me know if you have any follow-up questions about sending receipts. We're available 24/7 to assist you further. Have a great day ahead!

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