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September 27, 2023
Question

When you use Automatic invoice reminders, is everyone CC'd from the original invoice email? If not, how can we make sure that everyone CC'd also gets the reminder?

  • September 27, 2023
  • 1 reply
  • 3 views
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1 reply

QuickBooks Team
September 27, 2023

Hello there, Aaron.

 

Before anything else, know that we appreciate you reaching out here in the Community space. We want to ensure we're providing the information needed to help you get this sorted out on time. In QuickBooks Online (QBO), if you've created a recurring invoice transaction for a specific customer and then added the email addresses in the CC field, know that they'll also receive the automatic invoice reminder you've set inside the account.

 

To check if they've received what you've emailed, go to the Sales tab and then visit the All Sales section. We'll write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Sales tab.
  3. Click the All sales section, and then locate the invoice.
  4. In the Status column, check if it's Sent or Viewed.

 

Furthermore, here are some articles that you can visit to help you manage invoice payments, and ensure your data stays accurate inside the program:

 

 

Let us know here in the Community space if you need further assistance managing invoices or have any additional QuickBooks-related concerns, Aaron. We'll be here, ready to help you out anytime. Stay safe, and enjoy the rest of the week!