Skip to main content
C
CDXOFVA
April 9, 2024
Question

In the new invoice layout, where is the Customer email, Cc, Bcc fields?

  • April 9, 2024
  • 1 reply
  • 0 views
In the new invoice layout, where is the Customer email, Cc, Bcc fields?

1 reply

R
ReymondO
April 9, 2024

Hi there, @CDXOFVA. I'd be glad to share insights about the email preferences in the new invoice layout.

 

The Customer email and Cc/Bcc fields are no longer available in the new invoice layout window. However, you can still see these fields after clicking the Review and send when sending your invoice. Please see the images below for your reference.

To know what else you can do with the new invoices and estimates layout, please check this resource: See what’s new with estimates and invoices in QuickBooks Online.

 

Also, with the new version of invoicing, you can update and personalize your forms when creating them. All the tools you need to customize your sales are on the form itself.

 

If you have additional questions about sending your sales transactions in QuickBooks, just add them to the thread. I'll be glad to help you out. Have a good one.

R
Rasty
April 11, 2024

So when creating an invoice how do I know if this customer has their invoice emailed or printed? The send later toggle and email address clearly visible notifies the user of how to deliver the invoice, email or print. How is this determined in the new invoice?

K
Kurt_M
April 11, 2024

Allow me to provide more details about the new invoice experience, @Rasty.

 

In the new experience, you'll have to review the customer setup inside QuickBooks Online to determine how invoices will get to your customers. Inside the customer information on the Payment section, you'll see either Print Later or Send Later set in the Sales form delivery options field.

 

When creating a new invoice inside your company file, the easiest way to handle this is by clicking the Edit customer below the Billing field. For visual reference, see the screenshot attached:

 

 

 

 

 

You can visit this article to learn more about the new invoice layout experience: See what’s new with estimates and invoices in QuickBooks Online.

 

Addition, we got this handy article to help you create personalized sales forms inside the program: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

The Community Team is always ready if you have any follow-up questions about the new invoice experience inside QuickBooks. Feel free to comment below so we can help you out again. Keep safe. 

Terms & ConditionsAccessibility statement