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Britt686
Level 1

How can I stop getting a copy of customer invoices to my email?

For every invoice I send, I get a copy to my email address.

1 Comment 1
JamaicaA
QuickBooks Team

How can I stop getting a copy of customer invoices to my email?

We can go to the Messages section in your Account and Settings to stop receiving copies of emails sent to your customers, Britt686. Let me guide you through the process.

 

You can follow the steps below to prevent getting copies of customer invoices in your email:

 

  1. Go to the Gear icon and select Account and Settings.
  2. On the left menu, navigate to the Sales tab.
  3. Scroll down to the Messages section.
  4. Under the Email message, uncheck Email me a copy at [your email].
  5. Remove the email address in the Copy (Cc) new invoices to address and Blind Copy (Bcc) new invoices to address fields.
  6. Click Save and then Done.

 

Once your customer settles their balance, refer to this article to document them in the program: Record invoice payments in QuickBooks Online.

 

Moreover, consider seeking assistance from QuickBooks Live Expert Assisted if you need help monitoring sales entries and customer payments.

 

Furthermore, you can run the Customer Balance Summary report to see your upcoming receivables. To personalize it accordingly, check out this guide: Customize reports in QuickBooks Online.

 

After sending the invoices, do you need help in applying payments to them? Let me know, and I’d be glad to assist you. Please also add the details to your reply if you would like a hand in managing sales or items.

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