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eastcheshire
Level 2

recurring invoices

can I set u the emails sending out recurring invoices to be copied to me so I know they've been sent?

1 REPLY 1
GlinetteC
Moderator

recurring invoices

Yes, you can, eastcheshire.

 

In QuickBooks Online, you can activate the Email me a copy feature to automatically email you a copy of all sent invoices. I'd be glad to walk you through the steps on how to accomplish this. Here's how:

 

  1. Click the Settings icon and choose Account and Settings.
    emailcc.PNG
  2. Select the Sales tab on the left panel.
  3. In the Messages section, click the Edit (pencil) icon.
    emailcc2.PNG
  4. Put a checkmark in the Email me a copy at.
  5. Enter the email address in the Copy (CC)  new invoices to address or Blind Copy (Bcc) new invoices to address field.
  6. Click Save, then Done.
    emailcc2.PNG
    emailcc3.PNG

Using the steps above, you'll be able to get a copy every time you send your customer's invoice.

 

You can learn additional information by going through this article: How to schedule recurring invoices

 

That's it! Please let me know if you need anything else. I'll be more than happy to help you out.

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