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sallylefeverbell11
March 5, 2020
Question

Any ideas why the cc isn't working on Invoices out to customers? So annoying we are not receiving the copy?

  • March 5, 2020
  • 3 replies
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3 replies

Becky29
March 5, 2020

Hello Sallylefeverbell11

 

Welcome to the Community.

 

Have you got your email in the settings? Cog>Company settings>Sales>Messages>input your email in where its showing CC

When this is filled out it should apply to all invoices, If there is nothing in the settings, are you manually editing the invoice under the customer email to CC yourself in as if your not manually copying yourself into the email and its not in the settings it wont apply.

If you have and are doing the above could you advise of your email and internet provider so we can look into this further. Thanks 

 

 

Data Pro Accounting Ltd
November 21, 2024

Hi , I am having the same issue on cc for invoices. 

I have a set of recurring invoices for clients. However , each time the invoices are being sent to clients, we are not receiving a copy (which is under cc), and email addresses has already been inputted.

 

Thanks

Kailash 

RogelioL
November 21, 2024

Hello, Kailash. Let's work together to ensure you'll receive a copy of your client's invoice.

 

There are times when Intuit emails end up in the spam or junk folder, which is why you might not see them. With that said, you can check those folders mentioned.

 

Then, follow the steps in this article to add our service-related email addresses as a safe sender in your email account: Receive important email messages from Intuit. This will ensure that you receive important communications from these services.

 

If no emails are found, let's reset your company email in the program to start over fresh. Allow me to guide you through the process:

 

  1. Hover to the Settings, then select Accounts and Settings.
  2. Navigate to the Company section, then click Edit in Contact info.
  3. Delete your company email, then re-enter it.
  4. Click Save, then Done.

 

Once done, we'll also have to do the same thing in the Sales settings:

 

  1. From the Accounts and Settings page, head to the Sales section.
  2. Click the Messages tab, then untick the "Email me a copy at..." box, then tick it again.
  3. Re-enter the email address in the Copy (Cc) new invoices to the address field.
  4. Click Save, then Done.

 

After following the steps above, send a dummy invoice to test if you're receiving a copy of the transaction. Alternatively, you can use a different email address that has a different domain (for instance, if you were using a Gmail email address, try a Hotmail or Yahoo address instead).

 

If the issue persists, I recommend configuring your server to accept QuickBooks mail server hostnames and IP addresses. For more details, scroll down to the Step 3 section of this article: 3 solutions for when customers aren't receiving your emails.

 

Additionally, you might want to check out this article to learn how to see your best sellers: Use reports to see your sales and stock status in QuickBooks Online.

 

Keep me in the loop if any new concerns about your recurring invoice arise, and I'll gladly assist you. Have a great day.

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