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

Thanks Talia!

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

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

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