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M
MHCCC
February 3, 2023
Question

Invoicing email

  • February 3, 2023
  • 1 reply
  • 0 views

Hello,

 

I'm wondering if there's a way to automatically have AP email addresses for clients show up when creating invoices. For example, when creating estimates having set of automatic emails it will be sent to, and then when invoicing having a different set of emails.

 

 

1 reply

Q
QueenC
February 6, 2023

Yes, that's possible, @MHCCC.

 

In QuickBooks Online (QBO), we can add a new location that will be used in your estimates. Be sure to turn on location tracking in QBO first.

 

To assign a new location to your estimate:

 

  1. Go to the Gear icon and click on All lists under Lists.
  2. Select Locations and click on New.
  3. Name the location and tick on This location has a different email address for communicating with customers option.
  4. When done, hit Save.

 

Now, when creating an estimate, be sure to choose the newly created location on the right side of the page.

 

 

Also, when creating an invoice, be sure to not use the same location you've used on the estimate. To send your customers an email right after you created the invoice or estimate, kindly click on Save and send.

 

Additionally, should you want to automate repetitive journal entries, set invoices to generate automatically for subscription-type customers, or automate the writing of checks or entering a bill to save time, feel free to read through this article: Create recurring transactions in QBO.

 

I'm always available if you need further assistance in managing your sales transactions in QBO. Just ping me in the comment section. Take care and have a good one.

M
MHCCCAuthor
February 15, 2023

@QueenC 

 

I really appreciate the response.

I followed the instructions but when I try to set up a location the option This location has a different email address for communicating with customers is not one on the list. Any ideas why this could be?

 

Bryan_M
Bryan_M
February 15, 2023

Hi there, @MHCCC. We appreciate you for following accurately the steps provided by my colleague.

 

I'm here to help you clear things out. The option "This location has a different company name when communicating with customers"  is only applicable to QuickBooks Online Plus and Advanced users only.

 

I recommend checking your QuickBooks Online subscription. To view your subscription information, you can follow the steps below:

 

  1. Route your cursor to the Gear icon, then select Account and settings.
  2. Choose Billing & Subscription.
  3. Review the information in each section.
    - To view payment history: In the QuickBooks Online tile, select View payment history. Your billing history shows the last 6 months' bills.

 

Check out the guides here if you need help managing your QuickBooks Online subscription: Manage billing, payment, and subscription info in QuickBooks Online.

 

If you need additional assistance with managing your subscription or any related concerns, don't hesitate to post again or reply to this post. It will be an honor to help you. Keep safe and have a blissful week!

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