Sending invoices to multiple email addresses

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.

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

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

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:

1. Create an invoice or open the existing one.
2. Choose the Send button.
3. Click the Cc/Bcc link and enter the email address in their respective fields.
4. 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: 

• Work From Home Deduction in QuickBooks Self-Employed
• QuickBooks Self-Employed Overview

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. 

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:

1. Select Assistant in the upper-right corner.
2. Type and enter "Submit feedback" into the chatbox.
3. 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!

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.

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

Bryan

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.