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Phoenix Custom Auto Designs
Level 2

Separate return e-mail addresses for invoices and estimates

Is it possible to have a separate return email for estimates and invoices?  Our estimates are sent out by one individual and invoicing and payment processing is done by another.  When we receive a reply to an estimate (giving the go-ahead, for example) this should route to the sales team not the admin team.

Solved
Best answer September 30, 2019

Best Answers
AddieC
QuickBooks Team

Separate return e-mail addresses for invoices and estimates

Hi there, 

 

Reaching out to us on the Community is a great way to get your questions answered. I'm glad you've joined the conversation. 

 

I see what you mean in regards to having multiple departments to run your business smoothly. At this time, when you send an invoice or estimate through QuickBooks Online, the customer's response will be routed to the email by which it was sent (the one that corresponds with the user who sent the email). I can appreciate that you'd like your sales team to be in charge of receiving email responses, however this is an arrangement you'd have to make outside of QuickBooks Online. 

 

The workaround I'd suggest is to leave a memo note at the bottom of your invoice/estimate asking your customers to send any replies to an alternative email address associated with your sales team. To do that, simply write your message in the box called Memo at the bottom of the invoice/estimate creation screen. Alternatively, you can leave these instructions directly in the email by clicking the Customize option at the bottom of the invoice/estimate screen. Toggle over to the tab for Emails, then include these instructions in the box called Message to customer.

 

I think you raise an important point in having the option to receive emails to alternative email addresses. This would be a great addition to the product, and I'd be happy to submit this feedback on your behalf to the product engineers. You can also leave feedback from directly within your account by clicking the Gear icon > Feedback

 

Let me know if you have any other questions for me. I'm here to help.

 

Have a fantastic week!

View solution in original post

10 Comments 10
AddieC
QuickBooks Team

Separate return e-mail addresses for invoices and estimates

Hi there, 

 

Reaching out to us on the Community is a great way to get your questions answered. I'm glad you've joined the conversation. 

 

I see what you mean in regards to having multiple departments to run your business smoothly. At this time, when you send an invoice or estimate through QuickBooks Online, the customer's response will be routed to the email by which it was sent (the one that corresponds with the user who sent the email). I can appreciate that you'd like your sales team to be in charge of receiving email responses, however this is an arrangement you'd have to make outside of QuickBooks Online. 

 

The workaround I'd suggest is to leave a memo note at the bottom of your invoice/estimate asking your customers to send any replies to an alternative email address associated with your sales team. To do that, simply write your message in the box called Memo at the bottom of the invoice/estimate creation screen. Alternatively, you can leave these instructions directly in the email by clicking the Customize option at the bottom of the invoice/estimate screen. Toggle over to the tab for Emails, then include these instructions in the box called Message to customer.

 

I think you raise an important point in having the option to receive emails to alternative email addresses. This would be a great addition to the product, and I'd be happy to submit this feedback on your behalf to the product engineers. You can also leave feedback from directly within your account by clicking the Gear icon > Feedback

 

Let me know if you have any other questions for me. I'm here to help.

 

Have a fantastic week!

Jennie7
Level 2

Separate return e-mail addresses for invoices and estimates

I would very much like to see this feature too! I appreciate the work-around detailed below, but having separate email addresses option for estimates & invoices would be much appreciated. 

asj8279
Level 2

Separate return e-mail addresses for invoices and estimates

I would also like to see the ability to send invoice and estimates from separate emails.  I hope you're working on this for the next update.

AddieC
QuickBooks Team

Separate return e-mail addresses for invoices and estimates

Thanks for joining the discussion Jennie7 and asj8279. Our product development team would love to hear your feedback about this as well. I recommend submitting feedback by clicking the Gear icon > Feedback to make sure your voice is being heard. I'd be happy to pass this on to my team as well. 


Cheers!

e_garrett
Level 1

Separate return e-mail addresses for invoices and estimates

Is there any way to automatically CC or attach a second email on outgoing invoices? When the recipient of an invoice responds, the response is sent to the email tied to the Quickbooks account, who in this case is the owner of the company. We'd like to at least CC a particular sales representative on these correspondences (without requesting that the invoice recipient do so on their end), as it is within the rep's scope of work to respond to inquiries of this nature. The owner of the company does not have time to go through or forward these responses and things may fall through the cracks.

PatriciaT
QuickBooks Team

Separate return e-mail addresses for invoices and estimates

Hi e_garrett,

 

Thanks for joining us. Running a business involves several day-to-day tasks, and I know it's not always easy to have to do them all. With QuickBooks Online, your invoicing process is designed to be smooth and easy. I'll be happy to share more on how to use the Cc feature to attach a second email on outgoing invoices.

 

When you create an invoice in QuickBooks Online, you can include a Cc and/or Bcc email in addition to your customer's email. You simply have to click on the Cc/Bcc blue link below the Customer email field. You can also automatically set-up your Cc/Bcc emails in your settings, so you don't have to always add them manually. Here's how to do that.

  1. Go the Gear icon ⚙ then Account and settings.
  2. Select the Sales tab. 
  3. Scroll down to the Message section and click to edit.
  4. Choose Invoice under the Sales form drop-down menu ▼ (make sure you don't edit the email subject line).
  5. Type in the Cc email and Bcc email if applicable. 
  6. Select Save then Done.

And voila!

Your idea of using the Cc feature to have your sales rep receive customers' replies is great, and I'm happy to share that it works. Your customers would have to make sure they select Reply all when responding to their emails, for both the Cc and company's email to show up. Keep in mind that Bcc emails if included, wouldn't display to the customer as they are blind copies.

 

I hope this helps! You're always welcome to stop by if you have more questions.

Phoenix Custom Auto Designs
Level 2

Separate return e-mail addresses for invoices and estimates

Greetings

 

Just reaching out to see if there has been any progress on this as I have not heard anything in quite some time.  I see there are several others who have joined the thread and probably many others out there that have not that would gladly see this feature added.  The CC idea is a work-around but does have its drawbacks.  You still must open each response and check to see if the original recipient has chosen ‘reply all’ and if not, forward the e-mail to the appropriate address.  I also see that you cannot add an automatic CC to an estimate or other document, only an invoice.  The only thing that can be done with an estimate is to add an automatic CC to send to our default e-mail address, or you have to manually add the CC to every estimate that is created, again relying on the recipient to respond with ‘reply all’.  Just putting it back out there for consideration.

LauraAB
QuickBooks Team

Separate return e-mail addresses for invoices and estimates

It's great to hear from you again, and I can see why you'd want to check up on this given the length of time it's been since your first post. I see that my colleague suggested previously to submit feedback about this kind of feature, and if you'd done so, that's great! The feedback left in the submit feedback option is forwarded to our product development team for consideration and is the most effective way to put it on their radar. To stay up to date with the newest features available in the program, I recommend the following page: QuickBooks Online Feature and Product Updates

 

The option to customize the email setup so that estimates and invoices are handled separately isn't yet available, so you're welcome to continue using the workaround suggested here if that's something that working okay for you. Feel free to bookmark the updates page I just mentioned to keep on top of the latest feature releases to the program.

 

I hope you enjoy the rest of your day!

BennettsGlass21
Level 1

Separate return e-mail addresses for invoices and estimates

It has been over two years since the last comment on this feature. Do you have additional updates for this request?

Trish_T
QuickBooks Team

Separate return e-mail addresses for invoices and estimates

Hello BennettsGlass21,

 

Feel free to submit feedback to our product development team.  It's important to learn the ways QuickBooks Online users would like to use the program.  Customer recommendations are considered as they continue to develop the software.

 

Let us know if you have any other questions.  We'll be here!

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