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CB247
April 3, 2024
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How to e-mail the same invoice to two or more recipients?

  • April 3, 2024
  • 1 reply
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Best answer by Aldren18

Thanks for getting back, to @CB247. Let me assist you with sending an invoice to multiple email addresses of your customers.

 

In QuickBooks Online, you can easily add additional email addresses to a customer's profile. This way, you can set a default email address to use when sending an invoice to that customer.

 

Here’s how to add an email to your customer:

 

  1. Go to the Sales section, then select Customers.
  2. Choose the customer for whom you want to add an email address. 
  3. Click on the Customer Details tab.
  4. Select the Edit option.
  5. Enter the email addresses separated by a comma and space.
  6. Once done, click on Save to save the changes. 

 

You can also read this article for the complete details: Email a sales form or report to multiple email addresses.

 

Furthermore, check out these some helpful links on how to accept electronic payments from customers for online invoices or in-person sales using QuickBooks: 

 

 

Feel free to return to this post for any further assistance with sending your invoices in QBO. I am always here to help.

1 reply

JoesemM
JoesemM
April 3, 2024

Let's go over some details to help you with sending email invoices to multiple recipients in QuickBooks, CB247.

 

You can use one of the following two methods to send an invoice to multiple email addresses:

 

  • Typing in multiple email addresses separated by a comma and space.
  • Using the Cc (carbon copy) or Bcc (blind carbon copy) fields.

 

To send your invoice to multiple email recipients, follow these instructions:

 

  1. From the invoice window, type in the email addresses separated by a comma and space. Take note that there is a 100-character limit in the email address field.
  2. Enter the email addresses in either the Cc or Bcc field.
  3. Choose Send.

For more information, open these articles: 

 

 

I've also included these articles that will help you send reminders to your customers when their invoice is due. This will help you make sure you get paid on time.

 

 

If you have any questions about sending invoices or other customer-related activities, please click the Reply button. I am always ready to help you with your questions.

 

C
CB247Author
April 4, 2024

Yes, I see that I can add CC or BCC addresses - how do I do that automatically when billing the same customer in future? I don't want to have to look up e-mail addresses each time I invoice the same client. There doesn't seem to be a place in the client profile in which to add multiple e-mails/contacts. And the invoices are different amounts each time and not recurring. Thanks.

A
Aldren18Answer
April 4, 2024

Thanks for getting back, to @CB247. Let me assist you with sending an invoice to multiple email addresses of your customers.

 

In QuickBooks Online, you can easily add additional email addresses to a customer's profile. This way, you can set a default email address to use when sending an invoice to that customer.

 

Here’s how to add an email to your customer:

 

  1. Go to the Sales section, then select Customers.
  2. Choose the customer for whom you want to add an email address. 
  3. Click on the Customer Details tab.
  4. Select the Edit option.
  5. Enter the email addresses separated by a comma and space.
  6. Once done, click on Save to save the changes. 

 

You can also read this article for the complete details: Email a sales form or report to multiple email addresses.

 

Furthermore, check out these some helpful links on how to accept electronic payments from customers for online invoices or in-person sales using QuickBooks: 

 

 

Feel free to return to this post for any further assistance with sending your invoices in QBO. I am always here to help.

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