Hi,
I'd just like to suggest that a CC email field be added to customer account details.
Right now I have to manually enter a CC email on one specific customer's invoices. This customer has an accountant that sends out payments so I have to CC the invoice to them as well. It would be great if I could just set that CC email address at the customer account level, so it would automatically be added to that customer's new invoices.
Thank you for your consideration of this feature request
Solved! Go to Solution.
We hear your suggestion about adding the CC email field to the customer profile, @jayp11664. Let's share this feature request with our product engineers.
QuickBooks is committed to product enhancements and user experience. We appreciate you sharing this valuable feedback with our product engineers so they can review and consider the feature in future updates.
Here's how to send a feature request within QBO:
In the meantime, let's add the accountant's email address in the customer's profile using a comma, so they'll be notified as well when you send invoices to that specific customer:
Once your customer plans to pay your invoices, let's record that payment in QuickBooks to mark it as paid.
Feel free to comment below if you require further assistance with adding CC email to the customer profile. Have a wonderful day.
We hear your suggestion about adding the CC email field to the customer profile, @jayp11664. Let's share this feature request with our product engineers.
QuickBooks is committed to product enhancements and user experience. We appreciate you sharing this valuable feedback with our product engineers so they can review and consider the feature in future updates.
Here's how to send a feature request within QBO:
In the meantime, let's add the accountant's email address in the customer's profile using a comma, so they'll be notified as well when you send invoices to that specific customer:
Once your customer plans to pay your invoices, let's record that payment in QuickBooks to mark it as paid.
Feel free to comment below if you require further assistance with adding CC email to the customer profile. Have a wonderful day.
Thanks for the detailed response CarlJ,
I'll follow your suggestion to submit the request via the Feedback link in my account (I didn't know that was available!).
I also appreciate the work-around solution, I'll add the second email to that account.
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