Skip to main content
A
arkvalleyinfo
October 16, 2018
Solved

How do i set QBO up to automatically send cc to my email when emailing invoices to customers

  • October 16, 2018
  • 3 replies
  • 0 views

My system was once set up to automatically send my email a cc of any invoices that i sent out.

It no longer does so.   

I want to set it up so when ever i send out an invoice [via email] it automatically sends a copy to my email as well

    Best answer by jessbru99568

    Go to the Gear Icon on the top right, Account & Settings> Sales. Under the area that says Messages, Click the pencil all the way to the right and it should give you the option to CC or BCC to your email. Hope this helps! :)

    3 replies

    jessbru99568
    jessbru99568Answer
    October 16, 2018

    Go to the Gear Icon on the top right, Account & Settings> Sales. Under the area that says Messages, Click the pencil all the way to the right and it should give you the option to CC or BCC to your email. Hope this helps! :)

      A
      arkvalleyinfoAuthor
      October 16, 2018
      I have tried what you suggested jessbru99568 and it still doesn't work. It saves my emails that I would like but no emails are sent to me after I email the invoices. Is this a glitch or is there another option?
        R
        RHillTA
        November 15, 2019

        You should be able to change or add email addresses here:

         

        1.  Customers > Customer Center

        2.  Double-click on the customer whose emails address you want to add to or change

        3.  On the Address Info tab you will see fields for main email and cc email (to the right).  Enter any email addresses that you want there.  We have found an issue w/QB if you are using multiple emails do not enter a space after the ; symbol that you use to separate the email addresses.  If you use a space it will tell you it could not send.  so example:  [email address removed];[email address removed]

        4.  Click OK and it should save them there.

          R
          RHillTA
          November 15, 2019

          You should be able to change or add email addresses here:

           

          1.  Customers > Customer Center

          2.  Double-click on the customer whose emails address you want to add to or change

          3.  On the Address Info tab you will see fields for main email and cc email (to the right).  Enter any email addresses that you want there.  We have found an issue w/QB if you are using multiple emails do not enter a space after the ; symbol that you use to separate the email addresses.  If you use a space it will tell you it could not send.  so example:  [email address removed];[email address removed]

          4.  Click OK and it should save them there.

          G
          gamezcg
          July 5, 2023

          Hello, I only see the primary email option to fill in when I go to edit my clients information. I wish to have my clients CC email available for when I am ready to send them a new invoice. Rather than having to input them manually is there a better way of doing this?

          JoesemM
          JoesemM
          July 5, 2023

          I appreciate your time joining our forum, @gamezcg. I acknowledge your feedback and suggestions about CC email when sending invoices to the program.

           

          The specific functionality that you're asking about isn't available at this time. However, I will forward this request to our product engineers, so that it is considered for future updates.

           

          I know how inconvenient it is to manually enter the email address every time you email an invoice in QuickBooks. Please know that we always take our customers' requests and ideas into consideration when prioritizing feature development.

           

          To send feedback, you may follow the steps below:

           

          1. Go to the Gear icon.
          2. Select Feedback.
          3. Enter your comments or product suggestions. 
          4. Then select Next to submit feedback.

           

          You can also check this link for more details: How do I submit feedback?

           

          I'm also adding these links that you can utilize for future reference. These can walk you through the steps on how to personalize your sales forms and record your invoice payment:

           

           

          You can also visit our Customer Feedback page. This will help you track the status of your product request and get the latest updates from our developers.

           

          Don't hesitate to reach out to the Community anytime you have questions or concerns about the QuickBooks features. The Community and I will be happy to help you some more.

          Terms & ConditionsAccessibility statement