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July 12, 2023
Question

I need to email every invoice that I send to a customer to two email addresses. How can I do that so I dont forget when I send their invoices?

  • July 12, 2023
  • 1 reply
  • 0 views
I can CC manually, but next time I invoice that client I forget to cc and I forget the email. How can I either make this automatic or get a customer specific reminder?

1 reply

July 12, 2023

Hi wesschartner,

 

Welcome to Community!  Having the ability to set multiple email addresses to your forms is a valuable time saver.  QuickBooks Online enables you set default information to your customers, so you can complete your forms effortlessly.  I'd be happy to show you how!

 

Follow these steps to add default email address to your customer profiles;

 

1. From the left menu open Sales, then Customers

2. Select your customer from the list and hit Edit

3. In the Email field, enter the associated email addresses, separating them with a comma and space

4. Hit Save

You're all set!  Each time you create a new form for the customer, all email addresses will be automatically applied.

 

If you have any other questions, please don't hesitate to reach back out.  We're always glad to assist!