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LHarris89
Level 3

Separate customer email addresses for invoices and statements

Our clients often have separate emails for sending invoices to and for chasing payment. However there is not an option for this on QBO. This means statements are going to the invoicing address and not getting actioned resulting in delay in payment.

Solved
Best answer May 10, 2022

Accepted Solutions
GeorgiaC
QuickBooks Team

Separate customer email addresses for invoices and statements

Hi LHarris89, you can enter multiple email addresses for the customer within their profile and in the email field on the invoice by separating with a comma, invoice reminders will then be sent to all address' entered. 

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3 REPLIES 3
GeorgiaC
QuickBooks Team

Separate customer email addresses for invoices and statements

Hi LHarris89, you can enter multiple email addresses for the customer within their profile and in the email field on the invoice by separating with a comma, invoice reminders will then be sent to all address' entered. 

info1441
Level 1

Separate customer email addresses for invoices and statements

I have the same problem. `I can separate the addresses with a comma, and then all repayment reminders go to all addresses, but invoices@ does not want statements@ and V/v.  How do I properly separate them so each gets theirs and only theirs

CharleneMaeF
QuickBooks Team

Separate customer email addresses for invoices and statements

Hi there, info1441.

 

I understand that your clients have different email addresses for each invoice and statement. At this time, this feature is unavailable in QuickBooks Online. I recommend sending feedback to our Product Development Team. It will help us determine what functionalities our customers need the most.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Gear icon.
  3. Choose Feedback and then enter your product suggestions.
  4. Once done, click Next.

 

Alternatively, you can share this idea on our QuickBooks Idea Exchange Board page. To do so, click this link: https://quickbooks.intuit.com/learn-support/quickbooks-idea-exchange/idb-p/uk-idea-exchange. Then, select the Suggest an idea button. After

 

In the meantime, you can manually change the email when sending the sales forms. I'm also adding this article to help you design and personalise your sales forms so your customers will recognize your brand: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Finally, visit our One Intuit Help Hub to access our troubleshooting guides, online resources, and FAQs specific to your QuickBooks products and needs. You can view this brief video to help you navigate the page seamlessly: https://intuit.me/OHHvideo.

 

Feel free to reach out to me again if you need more help in emailing your business transactions. I'm always ready to assist you.

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