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July 25, 2021
Question

How do i send the same invoice amount to multiple people

  • July 25, 2021
  • 1 reply
  • 27 views
We need to send a special assessment invoice to everyone in our Homeowners Association. do i need to do each one indiviudally? Is there a way to create one invoice that goes to 55 people?

1 reply

LieraMarie_A
Level 8
July 25, 2021

Hi there, @khegge.

 

You can send an invoice to multiple email addresses by doing either of the following:

  • Typing in multiple email addresses separated by a comma and space.
  • Using the Cc (carbon copy) or Bcc (blind carbon copy) fields.

 

To send your invoice to multiple email recipients, follow these instructions:

  1. From the invoice window, type in the email addresses separated by a comma and space. Take note that there is a 100-character limit in the email address field. 
  2. Enter the email addresses in either the Cc or Bcc field.
  3. Select Send.

 

You can also enter the default email addresses. It helps you avoid entering the same email addresses each time you create a sales form

  1. Go to the Gear icon and choose Account and Settings.
  2. Select the Sales tab, then go to Messages.
  3. Click Edit ✎, then enter the default email addresses in the Cc or Bcc field.
  4. Select Save.

 

Here are some articles to for more information:

 

You can also send invoice from your Gmail addressThis way you can manage your emails with customers all in one place.

 

Feel free to leave a comment below if you have any other QuickBooks concerns. We are always available to help. Have a great rest of your day.

kheggeAuthor
July 29, 2021

So I can just go to 'Add Invoice" ...check each of the 55 resident I want to send an invoice to...type out the information I want and send??

QuickBooks Team
July 29, 2021

Thanks for coming back to the Community, @khegge.


I’ll help make sure you can send an invoice to multiple people in QuickBooks Online (QBO).


Yes, you’ll have to create an invoice. Then, select your client’s name from the Customer drop-down. For example, the Homeowners association.


Next, type the email addresses for your customers. For the step-by-step process, I still suggest following the instructions shared @LieraMarie_A

 
Let me share some links that will guide you on how to perform customer tasks easily. These resources contain topics about managing payments, customizing sales forms, handle refunds, etc.:

 

 

Feel free to click the Reply button if you have questions about sending invoices and other customer-related activities. I’m always ready to answer them for you. Have a great rest of the day.