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Frequent Explorer *

Invoices - recieving a copy to my email and marking PDF invoices as sent.

  • I want to be able to download the PDF invoice and then attach it to an already existing email thread. I've done that, but how do I then mark an invoice as sent?
  • If I do send the invoice from Quickbooks I'd like to be CC'd, so there is a record in my email and also I can see what my client is going to be looking at. How do I do that?
5 REPLIES 5
QuickBooks Team

Re: Invoices - recieving a copy to my email and marking PDF invoices as sent.

Hello Cwimmon_

 

If you send the invoice yourself outside of QuickBooks, you cannot mark the invoice as sent as this is updated automatically by the system. You can CC yourself in under the customer email box when creating an invoice - you can then fill out your email address in the box. If you would like to be CCd in every time you send an invoice, you can go to the cog wheel > account & settings and then click Sales. Scroll down and click on the Messages section, here there is a section for 'Copy (Cc) new invoices to address'.

 

Thanks,

 

Talia

Frequent Explorer *

Re: Invoices - recieving a copy to my email and marking PDF invoices as sent.

Thanks Talia!

Attached are my options when trying to find the Messages section. Is there another cog that I should be able to see?

 

QuickBooks Team

Re: Invoices - recieving a copy to my email and marking PDF invoices as sent.

Hello

You are in the right section, below the default email in the messages section there should be a tick box and something which says email me a copy and it will have prefilled in your email. If you tick that and then save it will then auto cc you into to any invoices sent

 

Any questions let us know

 

Emma

Frequent Explorer *

Re: Invoices - recieving a copy to my email and marking PDF invoices as sent.

Hi Emma, there isn't a Messages section that I can find. There's a communication one, but that's just about what Newsletters I get.

See attached again the options I have when I press the cog.

Thanks

QuickBooks Team

Re: Invoices - recieving a copy to my email and marking PDF invoices as sent.

Hello,

 

Ah, it looks like you are using the Self Employed product - apologies, I thought you were using our Online product! Unfortunately this is not a feature of our self employed account - please use our feedback link https://selfemployeduk.uservoice.com/ to suggest for them to implement this in future updates.

 

Thanks,

 

Talia