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lkoups
February 27, 2021
Solved

Auto emailing invoices

  • February 27, 2021
  • 1 reply
  • 0 views

HI, we have set up invoices to be automatically emailed via recurring transactions. Is there a way to check that they have been sent as I cannot see anything on the invoice that says it has been sent?

Best answer by Adrian_A

We can send a carbon copy of the email to your email address, lkoups.

 

This way, you'll also receive the same email that you send to your customers. Let me guide you how:

 

  1. From the Gear icon, select Recurring transactions.
  2. Locate the template.
  3. Under ACTION, click Edit.
  4. Click the Cc/Bcc hyperlink.
  5. Enter your email address on the Cc field.
  6. Click Done.
  7. Click Save template.

 

 

You can also save this article if you want to review your recurring transactions: Review your recurring transactions in QuickBooks Online.

 

I'll be around if there's anything that I can help. Stay safe!

1 reply

Adrian_A
Adrian_A
February 27, 2021

Hello there, lkoups.

 

The option to view the status of recurring invoices isn't available in QuickBooks Online. This option is only present if you're sending a regular invoice.

 

You can do that by going to your customer's profile and then selecting the invoice transaction. Then, go to the Activities section.

 

 

I've also added this reference about managing recurring transactions: How to create a recurring invoice and manage recurring transactions.

 

I'll be around if there's anything that I can help. Keep safe!

L
lkoupsAuthor
February 27, 2021

Thank you for your reply. Do I need to just trust that the email has been sent even though I have no record that this has happened? I wondered whether be possible to get a copied in to an email that was sent from a recurring transaction

Adrian_A
Adrian_AAnswer
February 28, 2021

We can send a carbon copy of the email to your email address, lkoups.

 

This way, you'll also receive the same email that you send to your customers. Let me guide you how:

 

  1. From the Gear icon, select Recurring transactions.
  2. Locate the template.
  3. Under ACTION, click Edit.
  4. Click the Cc/Bcc hyperlink.
  5. Enter your email address on the Cc field.
  6. Click Done.
  7. Click Save template.

 

 

You can also save this article if you want to review your recurring transactions: Review your recurring transactions in QuickBooks Online.

 

I'll be around if there's anything that I can help. Stay safe!

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