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December 21, 2020
Question

Invoice Email from Parent

  • December 21, 2020
  • 1 reply
  • 0 views

If no email is entered for a sub-customer, will an email address from the parent company be pulled in when selecting a batch action to send invoices?

1 reply

Rubielyn_J
December 21, 2020

I'd be glad to provide some information about sending an email to a customer in QuickBooks Online, @jsturm333.

 

If you didn't enter an email address to the sub-customer, the parent email will show when you send an invoice. 

 

You'll want to use the email of the sub customer when sending invoices. You can edit this on the Customer information page. Let me show you how: 

  1. From the left menu, select Sales.
  2. Choose the Customers tab.
  3. Select the sub-customer and click Edit.
  4. Under Email, enter the email address.
  5. Once done, click Save.

Then, you can resend multiple invoices at once. Let me show you how: 

  1. Go to the Sales menu.
  2. Select the Invoices tab.
  3. Choose the invoices you'll want to send.
  4. Click the Batch Actions dropdown menu, and click Send.

I've also added an article to help you add, edit, delete or merge customers: Manage customers in QuickBooks Online.

 

Let me know if you need further assistance with customer topics in QBO. I'll be right here if you need anything else. Have a nice day.