My client has updated his invoicing email address and I want to change it now so I don't forget when I next send an invoice.
How do I change his email address so that it saves? I assume it's stored somewhere because of the autofill feature when creating a new invoice?
To update your clients email address, go to Sales on the left navigation bar and then Customers. Locate the customer using the search toolbar and then click Edit.
This will bring up the Customer information panel where you can edit the email
Thanks for getting back to us, @Laurabelle.
QuickBooks Self-Employed doesn't have a Customer Information page. To update your client’s email address, you'll have to manually enter it each time you create an invoice
In case you want to update your own email information, I'm also adding steps on how accomplish this task.
To help you get started working in QBSE, I’m adding a link to view the list of our articles.
Moving forward, the new email address should show on the invoice.
Let me know the outcome after following these steps. I’m always here if you need more help
Thanks for the follow-up, @Laurabelle.
I'm here to help share some information about changing your client's email address.
You'll have to manually enter the client's email address on the invoice when changing their email. As long as you've updated the email address, the system will remember this eventually and will auto-fill the information when creating future invoices.
If you need other references for future use, you can check out this helpful link: QuickBooks Self-Employed Overview.
That should do it. Keep me posted if you have other questions about updating emails in your QBSE account. I'm here to help.
Is there a way to have Quickbooks, for example, remember the customer's email address ([email address removed]) for ESTIMATES, but know that when I want to create an INVOICE, to utilize a different email address ([email address removed])? I know I can enter two emails on a customer page, I'm just trying to avoid having to remember to delete the accounting one for estimates and the customer one for invoices.
The transactions will only remember the items used from the previous transactions. The email used is not included.
This sounds like a unique setup on your customer’s email, and I believe this would really help you a lot. However, we can only enter two (or more) email addresses just like you do. It’s the easiest and fastest way to use different emails for their estimates and invoices.
I'll bring this idea to our product engineers, so they can consider adding options in future updates. I can see that this can also benefit other users who do the same thing for their transactions.
If you have other questions, please hesitate to go back to this thread.