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Everything you need to know about banking in QuickBooks Online - Discover more
bbchildcare
Level 1

KlentB Thank you for your answer but when I try to send a receipt from a payment already matched it does not populate the customer email address. Please help. Thanks

 
1 REPLY 1
SarahannC
Moderator

KlentB Thank you for your answer but when I try to send a receipt from a payment already matched it does not populate the customer email address. Please help. Thanks

Hello there, bbchildcare. It's nice to hear from you again.

 

The email will automatically populate as long as you've entered your customer's email in the customer details.

 

We can check the information about your customers that you've inputted in QuickBooks. This way, we can copy their email address and manually add it in the Send form to successfully send the receipt.

 

The steps below will guide you through the process:

  1. From the left panel, click Sales and then, go to the Customer section.
  2. In the Search box, enter the name of your customer.
  3. You can either go to the Customer Details column or click the Edit button at the upper-right corner to see their email address.

sales.PNG

customer info.PNG

 

Then, you can now copy their email address and add manually add to the Send email form. Once done, you are now good to hit the Send and Close button. Take a look to my sample screenshot below:

send from.PNG

 

Stay in touch if you have more questions about adding an email address in the transactions. I'd love to help you more! Otherwise, you can enjoy the rest of your day! Take care!

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