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Best answer February 28, 2021
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We can send a carbon copy of the email to your email address, lkoups.
This way, you'll also receive the same email that you send to your customers. Let me guide you how:
- From the Gear icon, select Recurring transactions.
- Locate the template.
- Under ACTION, click Edit.
- Click the Cc/Bcc hyperlink.
- Enter your email address on the Cc field.
- Click Done.
- Click Save template.
You can also save this article if you want to review your recurring transactions: Review your recurring transactions in QuickBooks Online.
I'll be around if there's anything that I can help. Stay safe!
Hello there, lkoups.
The option to view the status of recurring invoices isn't available in QuickBooks Online. This option is only present if you're sending a regular invoice.
You can do that by going to your customer's profile and then selecting the invoice transaction. Then, go to the Activities section.
I've also added this reference about managing recurring transactions: How to create a recurring invoice and manage recurring transactions.
I'll be around if there's anything that I can help. Keep safe!
We can send a carbon copy of the email to your email address, lkoups.
This way, you'll also receive the same email that you send to your customers. Let me guide you how:
- From the Gear icon, select Recurring transactions.
- Locate the template.
- Under ACTION, click Edit.
- Click the Cc/Bcc hyperlink.
- Enter your email address on the Cc field.
- Click Done.
- Click Save template.
You can also save this article if you want to review your recurring transactions: Review your recurring transactions in QuickBooks Online.
I'll be around if there's anything that I can help. Stay safe!
