Can someone let me know how to get CC'd on an invoice that I email to a customer, without having to manually enter my email in the drop-down feature within the invoice?

Hello warren13,

Ccing yourself on emails for forms you're sending to your customers is a great option for keeping track of these kinds of tasks. I'm glad to see you've found how to add the Cc information directly on the invoice itself, and I'll happily show you how to set up your Cc email as a default.

Luckily, there's a feature built right into QuickBooks Online that allows you to Cc forms to yourself by default. It's just a few easy steps and I'll walk you through it.

1. Click the Gear icon.
2. Choose Account and settings.
3. Select the Sales tab from the left menu.
4. Click the Messages section or the pencil icon beside it to edit this section.
5. Check off Email me a copy at [email] (Note: This defaults to the Company email entered on the Company tab).
6. If you'd like to Cc to an email other than the Company email, enter it into the Copy (Cc) new invoices to address field.
7. Click Save.

Once you've configured either of those options, you won't have to worry about manually entering your email address into the Cc field on invoices. Give it a shot and let me know how it goes!

Have a great week.