Copy remittance advice no longer cc'ing email

Freckles888 · ‎April 12, 2021

It is not clear from current posts how to check your remittance advice settings. From what I have read, there is setting under gear icon -> Account and Settings->Sales->Messages where you have the option to tick or untick the box called "Email me a copy at [email address removed]". Mine is ticked, always has been.

For the past couple of months, I have been submitting remittance advice to suppliers, but I am no longer receiving a copy of the email and attached PDF remittance to my central email account [the box is ticked]. There is no where that I can see anywhere in Quickbooks how to check what has happened or changed - my concern is that if I am not receiving the email, how do I know my suppliers are receiving the email notification. Has Quickbooks changed something to cause a bug in the system? or if anyone can provide some advice, please let me know or if you are experiencing the same issue so I can determine what steps to take next. Thanks.

Giovann_G · ‎April 13, 2021

Hi, Freckles888.

Thanks for reaching out to the Community. I can share some tips on fixing the email issues.

Yes, you are in the right direction in setting up Carbon Copy notification. Let's ensure that CC copy is set both the Sales and Expenses.

Here's how to check in the Expenses setting:

1. Go to the Cog Wheel ⚙.

2. Click Accounts and Settings.

3. Select Expenses.

4. Under the area that says Messages, click the Pencil icon.

5. Check if the CC is ticked or try to re-type the email address.

6. Hit Save, then Done.

Then, resend it again to any dummy supplier email to test if it works. Also, you can check the Audit Log to check if the remittance advice is sent to the supplier.

Here's how:

1. Click the Cog Wheel ⚙.

2. Select Audit log under TOOLS.

3. This will show in the Event column as 'Emailed Bill Payment (Cheque No.)'.

If the issue persists, I suggest getting in touch with our Support team. They can pull up your account in a secure environment to check the root cause of it.

Check out the guides here if there's a need to add Intuit as a safe sender.

Add a comment below if you have further questions about setting up Carbon Copy email. We're open 24/7 to back you up.

View solution in original post

Giovann_G · ‎April 13, 2021

Hi, Freckles888.

Thanks for reaching out to the Community. I can share some tips on fixing the email issues.

Yes, you are in the right direction in setting up Carbon Copy notification. Let's ensure that CC copy is set both the Sales and Expenses.

Here's how to check in the Expenses setting:

1. Go to the Cog Wheel ⚙.

2. Click Accounts and Settings.

3. Select Expenses.

4. Under the area that says Messages, click the Pencil icon.

5. Check if the CC is ticked or try to re-type the email address.

6. Hit Save, then Done.

Then, resend it again to any dummy supplier email to test if it works. Also, you can check the Audit Log to check if the remittance advice is sent to the supplier.

Here's how:

1. Click the Cog Wheel ⚙.

2. Select Audit log under TOOLS.

3. This will show in the Event column as 'Emailed Bill Payment (Cheque No.)'.

If the issue persists, I suggest getting in touch with our Support team. They can pull up your account in a secure environment to check the root cause of it.

Check out the guides here if there's a need to add Intuit as a safe sender.

Add a comment below if you have further questions about setting up Carbon Copy email. We're open 24/7 to back you up.

Freckles888 · ‎April 13, 2021

Thank you the advice. The audit log is useful and seems to confirm emails are being sent. I have also taken note on the messaging template and will see if this resolves the issue.

On a separate note, it is worth mentioning that the current option to customise emails templates under "messaging" is not well designed to enable businesses to modify each specific email and preview them.

I realise you can amend the email at the point of sending it out but for template creations and standardisation it would be good to have a place where email templates and forms can be customised per business needs.

Incidentally there is no option for remittance emails. It would be good if the design here could be improved in the future so that is easier to template email communications with preview etc, similar to the customer forms layout, as the drop down option is all a bit clumsy.

John C · ‎April 13, 2021

Hi Freckles888 Thank you for your valued feedback and we'll certainly forward your comments to our developers for their consideration and we encourage you to leave feedback from within the product.

LHarris89 · ‎April 22, 2022

I'm having the same issue. They seemed to have stopped all of a sudden. Can't seem to find a way round. We still get cc'd into Sales Invoices however not working for the Expenses Remittances.

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Copy remittance advice no longer cc'ing email