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July 30, 2023
Question

Where do I go to change the cover email that sends out a recurring invoice?

  • July 30, 2023
  • 1 reply
  • 1 view
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1 reply

Level 5
July 30, 2023

Great to have you here, @jess66. Let me help change the email address that is used for recurring invoices in QuickBooks Online (QBO).


Here's how:

  1. Log in to your QuickBooks Online account.
  2. Go to the "Gear" icon located in the upper right corner of the screen.
  3. From the dropdown menu, select "Recurring Transactions" or "Recurring Sales Transactions".
  4. Find and select the recurring invoice you want to modify from the list of recurring transactions.
  5. Click on the "Edit" option next to the recurring invoice.

Now, to update the cover email for the recurring invoice:

  1. Look for the "Email Information" section within the recurring invoice details.
  2. Here, you can make changes to the recipient's email address, subject, email message, and any attachments you want to include with the recurring invoice.
  3. Once you have made the necessary changes, click on the "Save template" or "Save" button to apply the new cover email settings to the recurring invoice.

 

Finally, you can send the invoices to your customers. 

 

Additionally, you might want to check out these links for reference on how to modify your invoice and record your customers' payments: 

 


 Let me know if you have other questions. I'm more than happy to help you. Keep safe always.