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finnishconstruct
February 24, 2021
Question

I want to add 3 different emails to the same invoice so 3 different contacts will see the same thing.

  • February 24, 2021
  • 3 replies
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3 replies

Rebecca R
Rebecca R
February 24, 2021

Hello there finnishconstruct,

 

Sending your invoices out to the necessary recipients is important and I want to ensure that you're able to do this. The process is easy using QuickBooks Online so I'll dive right in.

 

When you're creating a new invoice you'll be required to select a Customer from the relevant dropdown menu. Once you do that, the email address saved on your customer's profile will populate in th Email field. If you'd like you send the invoice to additional email addresses, simply use a comma and a space before typing the next email. You can send an invoice to as many as 10 recipients from within QuickBooks. 

 

To send the invoice when you've finished entering the details required, use the green dropdown button at the bottom to select Save and send. This'll enable you to edit the Subject and Body of the email that's being sent along with the PDF version of the Invoice. 

 

This process is straightforward so I'm confident that you'll be sending invoices to multiple recipients in no time. Let me know if I can give you a hand with anything else. Have a great day!

jengoguen
February 11, 2022

Hi,

 

I am not sure why this is not working for me?? I put a comma and then a space between emails and it still does not work? It continues to say " enter a proper email" and I have triple verified the emails.  Any tips would be helpful. 

Jen_D
Jen_D
February 11, 2022

Thanks for posting here in the QuickBooks Community, Jen.

 

I'm joining this thread to share some insights on how to rule out this problem. Have you tried opening the invoice in a private window?

 

Unexpected issues in QuickBooks are sometimes affected by the amount of data stored in the cache. This is because a regular browser will constantly overwrite itself and will not remove history unless done manually.

 

Private browsing will not save any history, so it's a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

 

  • Google Chrome: press Ctrl + Shift + N  
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Open the invoice and add the emails you want to use, following Rebecca R's steps. If it works, clear the cache to resolve browser issues in QBO. You can also use a different browser and see if the issue persists there.

 

If none of it works, I do recommend contacting our Support Team this time to get the issue reported to our engineers. You can request a representative to create a case ID for you and have them escalate this problem to our Technical Team.

 

To get a hold of a representative to check your account, follow these steps:

 

  1. Go to the Help menu then choose the Search tab.
  2. At the bottom click on Contact us.
  3. Enter the keyword Account Management and Billing in the What can we help you with? box.
  4. On the next screen, scroll down to How would you like to connect with us section.
  5. Choose your contact option to connect with a live agent.

 

Post here again if you need further assistance with this invoice processing concern. I'll be right here to help you anytime. Have a great day!

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