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A
adad43boys
April 1, 2024
Question

Two of my invoices were e-mailed out today, and I was not copied on the e-mail.

  • April 1, 2024
  • 1 reply
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Two of my invoices were e-mailed today, and I was not copied on the e-mail. All my other invoices that went out I was copied on. How do I ensure I am copied on all invoices sent?

1 reply

Candice C
Candice C
April 1, 2024

Good morning, @adad43boys. 

 

Welcome to the Community! 

 

To clarify, let me gather a few details from you: 

 

  • Is this happening to a certain customer when sending an invoice? 
  • Do you have a template created with invoices? 

 

In the meantime, check out this guide that could be helpful to you: Set up and send progress invoices in QBO. 

 

Reach back out when you're ready. I'll be just around the corner! 

A
adad43boysAuthor
April 1, 2024

I sent out 8 recurring invoices today and I was CCd on all but two.  Not sure where I can see to ensure I am CCd on these two recurring invoices. 

Candice C
Candice C
April 1, 2024

Good morning, @adad43boys. 

 

Thanks for reaching back out on this thread. 

 

Have you entered in all the information within the Messages field of the sales settings? Here's how, if not: 

 

  1. Go to the Gear icon in the top right-hand corner. 
  2. Choose Account and Settings. 
  3. Pick the Sales tab. 
  4. Scroll down to the Messages section and tap the Pencil (Edit) icon. 

 

Make sure to enter a email in the Copy (cc) portion. Here's a visual: 

 

 

In addition, here's a guide that could help you in the future: Edit a recurring template in QBO. 

 

I'll be waiting for your response to see if this action helps! 

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