Invoices & Customer Profile Updates

Hi there, laestrada.

The new email address will be used for new transactions right after the changes are saved. Since the invoices are made prior to editing the details, you will need to edit the transactions and update the info from there.

You might also want to look for third-party apps that offer editing of multiple transactions at once. Here's how:

1. Go to the Apps menu and proceed to the Find Apps tab.
2. Click the drop-down list for Browse category and select Manage Customers.
3. Select an app to get more details.
4. Click Get app now.

You can also reach out to the app's support if you have further questions about their program.

Feel free to check out these articles for more details and future references about managing customers in the program:

• Add and Manage Customers in QuickBooks Online
• How to Sort the Customer List by Last Name

Don't hesitate to ask more questions if ever you need more help with QuickBooks. We'll make sure everything is sorted out. 

Hi laestrada,

Hope you’re doing great. I wanted to see how everything is going about updating the email addresses in the invoices. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

Hi there, 

I've gone in to each invoice individually and updated the email addresses. It's a little tedious but atleast I know they're done. 

I had changed a customer's email for invoicing, but it is NOT using the new one , although that is clearly the only one in profile.  How do I get old email "out of memory"  The company has changed hands.  It DID NOT update automatically, right away.  I have had to manually redo address for invoices since.

Hi there, @TownlineMachine.

When we update the email address of our customers in their profiles, the invoices moving forward should already recognize the changes and will send the invoice to the new one. 

Since it wasn't sent to the appropriate email, let's review the customer's profile and confirm the email address: 

1. Go to the Sales menu then select Customers.
   
   
    
2. Locate the customer then click on it to open the customer's profile.
3. Select Edit.
4. Review the Email section and make sure it's the new one. If it isn't, make the necessary edits and ensure that you've entered a valid email.
   
   
    
5. When done, hit Save.

However, if the problem continues, it's possible that your browser's history data could become corrupted, which would make the system behave strangely. Send an invoice and sign in to your QBO account using a private browser to confirm. 

Press these shortcut keys on your keyboard to open a private browser:

• Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox.
• Press Command + Shift + N for Safari. 

If it sends to the appropriate email, it's safe to say that it's being caused by your browser. You can resolve this by deleting the cache and cookies from your default browser. If you get the same result, I recommend switching to another supported browsing application.

Here's a list of supported browsers:
 

• Google Chrome
• Mozilla Firefox
• Safari 11 or newer

Additionally, here's an article that'll guide you in recording invoice payments: Recording invoice payments in QuickBooks Online.

If you need a hand in managing your invoices in QuickBooks Online, please feel free to notify me by adding a comment below. I'm more than happy to help. Keep safe.