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gemgirl
February 29, 2020
Solved

Not getting cc'd on the invoices from recurring transactions or from individual sends. I have 'Email me a copy' checked. I also have Blind Copy set to same address.

  • February 29, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by gemgirl

the links you sent me did not help at all. I think I figured out the problem.  I had not established a google email account, so it did not know who to bcc.  we'll see if it works.  I have to send out some reminders and I'll test it that way.  I do not want to have to set bcc in every recurring template as I have 240 of them. due to the fact that the batch invoicing is not available on my license. grrr...

thank you.

-Nanette

2 replies

A
AileneA
February 29, 2020

It's my priority to help you sort it out, gemgirl

 

We can check the Recurring invoice you have created to verify if the email address was entered in that transaction. 

 

Here's how: 

 

  1. Click the Gear icon. 
  2. Choose Recurring Transactions. 
  3. Open the Recurring invoice, and check under Email if the email enter. 
  4. Tap Save template if modify made. 

   

 

 

 

 

Even though you mark checked the Email me a copy in the setting, there is a limitation on sending the Sales form in QuickBooks Online.    

 

 

 

You might want to check out these helpful articles for your reference:  

 

 

In case you have a recurring transaction that doesn't send automatically, you can view the article provided. It rolls up a few steps you can try whenever you experience a situation that a recurring template doesn't automatically send out an email.

 

Drop me a comment below if you have any other questions. I'll get back to you as soon as possible. Have a great day!

    G
    gemgirlAuthorAnswer
    March 1, 2020

    the links you sent me did not help at all. I think I figured out the problem.  I had not established a google email account, so it did not know who to bcc.  we'll see if it works.  I have to send out some reminders and I'll test it that way.  I do not want to have to set bcc in every recurring template as I have 240 of them. due to the fact that the batch invoicing is not available on my license. grrr...

    thank you.

    -Nanette

    N
    not geting copied from reacuri
    August 25, 2020

    my michigan account i get coppied on the reacuring invoices but not on my florida account.

    ?

    C
    ChristieAnn 11
    August 25, 2020

    Hi there, 

     

    Since you're unable to get a copy of your recurring invoices, I suggest checking the created entry from your Florida account. This way, you can verify if you have entered the email address in the transaction. You can follow the steps and information provided above.

     

    You can input the email address once confirmed it's missing on the recurring entry. Then send it to see if you receive a copy.

     

    Then, I also recommend reviewing the Email me a copy option from the Account and Settings page. This is to confirm you checked the box from that selection so you're to receive a copy of the of your sales forms.

     

    If the issue persists, I suggest logging into your QuickBooks account through a private browser. This will help us determine if the problem is related to the browser's settings. And, private browsing doesn't store local files or cache.

     

    Use these keyboard shortcuts based on the browser you're using.

     

    • For Firefox, press Ctrl + Shift + P.
    • For Chrome, press Ctrl + Shift + N.
    • For Safari, hold down Command + Shift + N.

     

    If it works using the private browser, go back to your main browser and perform clear cache to remove temporary internet files on your computer. For your reference, you may check out this article: Clear cache and cookies to fix issues when using QuickBooks Online. If not, use another supported browser as an alternative.

     

    Please refer to the articles below on how you can change a recurring transaction template in QuickBooks Online. Then, how to search and check for the duplicate template so you're able to delete them.

     

     

    Please let us know how this goes. You can add more details by leaving a comment down below. I'm always here to help.

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