Creating and Sending Estimates/Invoices Issues...

I appreciate the detailed information you've shared regarding the Estimates/Invoice issues, lp_mi.

I understand how inconvenient it can be when encountering challenges while doing tasks to your account. I'll help route you to the available support to address this.

I replicated your issue on my end, and we have the same experience. Normally, the Cc and Bcc should automatically apply when sending an invoice or estimate.

I would suggest contacting our Customer Care support, as they have the tools to access your account and investigate this issue thoroughly. Our dedicated team will be able to provide you with additional guidance and assistance to resolve this.

1. Click the Help menu in the upper-right-hand corner.
2. Select Search and tap Contact Us.
3. Enter a short description of your concern (Quick Report view) and tap Continue.
4. Choose a way to connect with us. Either Start a chat or Get a callback.

In addition, consider checking this article that provides valuable insights into personalizing your invoices. Doing this enhances professionalism, reinforces your brand, improves recognition, strengthens relationships, and ensures clear and accurate communication with your customers:  Customize invoices, estimates, and sales receipts in QuickBooks Online.

If you require additional help managing your invoices, kindly post the specific details below. I am available to assist you and offer the guidance you need. Take care!

I spoke to someone at customer care/service and they could not help me. I've tried all of the generic troubleshooting steps with no changes. Many of these issues are program problems that need to be fixed. There are also other email send issues with the new estimate/invoice template that many are complaining about and we were told "engineering is working on it", but it has not been fixed. The latest issues (on top of the problems I listed in my last message) are...

• The email address in the email field on all estimates & invoices is my company address instead of the customer's. When I change it to the customer's email and save the estimate/invoice then re-open it, it again is my company email address and NOT the customer's. Why Quickbooks, Why?!?
• I get a delivery issue notification almost every time I try to send an estimate/invoice and my troubleshooting has discovered that it is most likely my company email addresses that are causing the problem because we do not receive a copy of the estimate/invoice and I have to re-send to another company email address that's not registered with Quickbooks. Again, WHY?!?

It seems to me that the new estimate/invoice template has some major issues and they need to be remedied ASAP! All of the issues have taken up way too much of our time and caused embarrassment with customers. Please escalate and fix these issues or get rid of the new template format and revert back to the old!