Invoice email CC on certain customers

I can help you with setting up your invoices to CC your other member or staff, @tracey2972.

You can go to your Account and Settings to add a Carbon Copy (CC) email address of your other members or staff. They’ll be receiving a copy of every invoice that you’ll create and send. You can separate multiple emails with a comma.

Follow the steps below:

1. Go to the Gear icon, then select Account and Settings.
2. From the left menu, click Sales.
3. In the Messages section, you can enter the email address under Copy (Cc) new invoices to address.
4. Click Save and then Done.

Refer to the following article for more information on how to send a sales form to multiple email recipients without setting it up as Cc/Bcc recipients: Email a sales form or report to multiple email addresses.

After receiving the payment from the invoices you've sent, see the following article on how to record this transaction: Record invoice payments in QuickBooks Online.

I'm always here if you need more help in setting up up your invoice settings and or anything else, by leaving a reply below. I'm always glad to help in any way I can. Take care and have a great rest of the day!

Hi

Thanks for coming back to me.

I've got my system set up to CC all invoices to me but I'd like the ones for a specific customer to be CC'd to someone else as well.  It's only for that one customer.

Is this possible?

Has this feature been updated since 2021?  We use 2023 Enterprise.  What we would like to do is copy the territory rep for each sales order and invoice based on the Rep/State call out.  Is this possible now or is it anticipated in the future?

Hello there, DougNT. I appreciate you for visiting us here in our Community forum. Our priority is to provide appropriate assistance to your concern.

I want to ensure that your question is addressed appropriately. I would like to verify if you're referring to a sales representative field on invoices. May I ask for further information on what you mean by Rep/State call-out? Any further information will assist me in providing the best information and solutions.

You might want to learn how to email sales forms, invoices, and statements in QuickBooks Desktop. You can email them one at a time, in bulk, or save them to send later.

Please don't hesitate to drop by again. I will eagerly wait for your response. We'd be more than happy to assist you further. Take care!

I wish this was a feature for QBO because I have a lot of customers that have an invoice processing email AND would like their accounting department (usually AP) to be cc'd on it as well.

I appreciate your feedback and can see how the benefit of the features you want would aid you in running your business with QuickBooks Online (QBO), @CarePatrol Central Houston.

We take customer suggestions as opportunities to improve the various features of our products. Therefore, I would encourage you to send suggestions or product recommendations. They may look into this and consider adding this option in future updates. To send feedback, you can click the Gear icon and select Feedback. Then, enter your suggestion and click Next.

You can also visit our Customer Feedback page. This will help you track the status of your product request and get the latest updates from our developers. Updates such as how the recent enhancement made to QBO helps our business owners, like you.

I'll also add these resources that will guide you in emailing/printing multiple email addresses and print sales transactions in QuickBooks:

• Email a sales form or report to multiple email addresses
• Email or print multiple sales forms in QuickBooks Online

We always want to hear your suggestions as we continue developing the product as best for your business. Feel free to comment below if you have other concerns with QuickBooks. Take care always.