You're correct that automatic invoice reminders use the email information set up in the customer profile, Omer.
To maintain this automation, you can add legal email addresses to the CC/BCC fields in the customer profile. Note that both reminders and monthly invoices will be sent to the regular email address and the legal email addresses.
On the other hand, if you'd rather avoid sending monthly invoices to your customers' legal email addresses, you can manually send overdue payment notices. Before doing so, ensure that you turn off the invoice reminders to prevent them from being sent automatically. Here's how:
- In your QBO account, click the Gear icon.
- Select Account and Settings, then go to Sales.
- In the Reminders section, toggle off Automatic Invoice Reminders.
- Click Save, then Done.
To manually send reminders, kindly follow the steps below:
- Go to the Customer Profile or Invoices page.
- Use the dropdown icon next to the transaction to send individual reminders.
- Add the legal email addresses through the CC/BCC option.
Lastly, to keep track of these reminders after turning off automation, consider creating a Task to organize and manage what needs to be sent and when.
If you need further assistance with your QBO invoices, please let us know in the comments.
