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January 15, 2020
Question

Am I able to save a client profile for invoicing and if so can I add multiple emails to be saved each time? It seems to save only one client email currently. Thanks.

  • January 15, 2020
  • 1 reply
  • 3 views
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1 reply

katherinejoyceO
Level 9
January 15, 2020

Welcome to the Community, @pushandplough

 

At the moment, the option to add and save client profile for invoicing isn't available yet in QuickBooks Self-employed version as well as adding multiple email addresses. 

 

Instead, you can enter extra email address to the “BCC” field when creating an invoice. This will send separate emails of the invoice to the email addresses you've entered, rather than creating an email thread. Here's how: 

 

  1. Go to the Invoices page.
  2. Select Create new Invoice.
  3. Enter the email address, then fill the BCC field with any other email addresses you’d like to send a copy of the Invoice to.

 

For more information, refer to this help article: Send an Invoice to Multiple Emails. It also includes steps on sending an invoice to multiple email addresses using the mobile apps. 

 

Should you have any more questions, feel free to visit and leave a comment below. We're always around here to make sure you're all set.