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MarissaFlores
August 2, 2022
Question

Customers Emails Not on Invoice

  • August 2, 2022
  • 1 reply
  • 0 views

We are new to QuickBooks Online and I see that the customers email is not on their invoice. How do I make it where the email auto populates on their invoice each time? Or do I have to add their email manually each time I create an invoice?

1 reply

A
AbegailS_
August 3, 2022

I got your back, @marissa12_2.

 

You can simply set up the email address on the customer profile. This way, the information will automatically populate when sending invoices to customers.

 

Let me show you how:

 

  1. Go to Sales from the left menu, then choose Customers.
  2. Locate the customer and click the name to open the profile.
  3. Click Edit to open the Customer information window.
  4. Enter the address in the Email field, then click Save. 
  5. When sending an invoice, you'll see the address in the To field.

 

Also, you can send reminders to customers when their invoices are to be overdue.

 

Here's an article you might find helpful when receiving payments from invoices: Record invoice payments in QuickBooks Online.

 

Stay in touch with me if there's anything else you need about emailing invoices. I'm always glad to help.

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