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MrOut
May 15, 2021
Question

Emails send with invoices and estimates

  • May 15, 2021
  • 1 reply
  • 0 views

When sending an estimate via email we often have information to send the customer as part of the cover note contained within the email. This information will be unique to the customer so updating the email template will not be the solution to this. How do we then go back and see the information we included in this covering email at a later date? I understand this is not stored on QuickBooks though as far as I can see there is also no way to set up on the uk version to always be bcc’d or even cc’d into this email?

1 reply

Kristine Mae
Kristine Mae
May 15, 2021

I'm here to assist you, MrOut.

 

You're unable to see the information in the body mail once it's already emailed.

 

Concerning getting a copy of the email, you can set it up in QuickBooks. You can follow these steps:

  1. Click the Gear icon.
  2. Select Account and settings.
  3. Go to the Sales tab.
  4. Click the Pencil icon in the Messages section.
  5. Under Sales form, select either Invoice or Estimate.
  6. Tick the Email me a copy at box if you will use the company's email address. If you'll use a different one, enter the information in the Copy (Cc) new invoices to address or Blind Copy (Bcc) new invoices to address field.
  7. Click Save.

I'll include this article to help you manage your invoices: Create invoices in QuickBooks Online.

 

Feel free to reach out to us again if you have other concerns. We'll be right here to help you. Take care!

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