Sending invoices to multiple email addresses

Gareth_Davis · ‎August 17, 2022

Hi,

I'm a relatively new QBSE customer in the UK after 13 years of self-employment, so I'm working through migrating my various invoicing and financial recording processes.

It's been smooth and straightforward, but I was wondering – is there a way to send an invoice to multiple email addresses?

For one of my clients, I email the invoice to one person and then CC in another, but I can't find a way to replicate this in QBSE.

I've spotted a suitable workaround to allow me to still record the invoice in QBSE but manually send it to the two people concerned, but if there's a way to automate this as part of the invoicing procedure that would be brilliant.

Thanks,

Gareth

Ashleigh1 · ‎August 17, 2022

Hello Gareth_Davis,

Welcome to the Community page,

It is not possible to do this in a QBSE account, but we will take this as feedback and pass it on to our developers for you.

View solution in original post

Ashleigh1 · ‎August 17, 2022

Hello Gareth_Davis,

Welcome to the Community page,

It is not possible to do this in a QBSE account, but we will take this as feedback and pass it on to our developers for you.

Gareth_Davis · ‎August 17, 2022

Thank you for the quick response. I do think this would be a useful system to have, either to send to multiple addresses or to have CC/BCC functionality. Hopefully it will be added as a feature in the future.

Anonymous · ‎April 21, 2023

We need that now. Xero has it and all other software I've use previous to QBO.

More often than not, you send hte invoice to accounting and your contact at the company.

Can't believe it's not there yet.

Ashleigh1 · ‎April 21, 2023

Hi OlivierLambert, we appreciate what you are saying ands have passed this on as feedback to the team.

simon moxon · ‎May 01, 2023

I have same issue and need to send invoice to two people in one company currently i have to send to myself then forward to the individuals

jenop2 · ‎May 01, 2023

Joining you here to offer my help and answer your question about emailing invoices, simon.

A new feature was recently added that would let you CC or BCC the other email address when sending out transactions from QBSE. I'd be glad to share the details on how you can do it:

Create an invoice or open the existing one.
Choose the Send button.
Click the Cc/Bcc link and enter the email address in their respective fields.
Select Send.

This article shares additional details about this: Create Invoices in QuickBooks Self-Employed.

For additional guidance when using the program, feel free to check out these articles as well:

Feel free to ask follow-up questions in your reply. You can also ask any QuickBooks-related questions if you need more help from us.

Anonymous · ‎May 01, 2023

What we need is the ability to add someone in the company settings, so that all future invoices include the person added in the CC permanently. Just like in Xero and all the other tools I've used.

We know we can add a CC to an invoice, but it's done manually. We are in a world of automation and AI. Take the step to allow us to live our lives without having to suffer through adding people to the CC all the time and losing sleep over it.

GebelAlainaM · ‎May 01, 2023

I appreciate you joining the thread, Olivier. I'll gladly share information about adding a person in the CC area automatically and permanently in QuickBooks Self-Employed (QBSE).

The option to add CC in the invoice automatically is currently unavailable. We're only allowed to add this manually, as you've stated. With that, I recommend sending feedback to our product development team so they can add this feature in the future enhancement of QBSE to help improve your experience. Also, know that you're opinion or suggestions are highly appreciated.

Here's how:

Select Assistant in the upper-right corner.
Type and enter "Submit feedback" into the chatbox.
Choose the Add a feature and follow the prompts to send your feedback.

To learn about the latest news and updates, check out this article: QuickBooks Blog.

I've also added this article for more details about managing invoices: Create invoices in QuickBooks Self-Employed.

Keep me posted if you have any other concerns or suggestions with your QuickBooks account. I'll help you take care of it. Have a good one!

jenb4 · ‎May 16, 2023

I agree, we shouldn't have to remember to CC someone as so many things are automated now. I just ran across a situation where the customer had to email me to remind me she asked to have their invoices sent to another individual along with herself. In QB desktop I had multiple addresses available and I have to remember to add people to the list every time I email invoices out. It is just a very small feature that is very much needed here.

Bobcatou87 · ‎August 02, 2023

Really? This can't be done? This seems like such a simple tweak. Nuts.

Bryan

Poolfessionals · ‎January 15, 2024

How in the world isn't this a feature in 2024? I'm dumbfounded. It shouldn't even be called a feature, it should be part of the basics.

Anonymous · ‎January 17, 2024

I found a workaround.

If you use a comma in between email in the email box, it will send to both emails.

exemple :

mark(a)facebook.com, accounting(a)facebook.com

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Sending invoices to multiple email addresses