How to turn off COMPANY copy of invoice emailed to customer

LorraineMo · ‎October 21, 2024

My client emails invoices and automatic reminders to his customers. Every time QBO sends the invoices, it emails a copy to billing @ myclient.com. How do I turn this off?

When I look in Accounts and Settings, Sales, Messages, the "Email me a copy at Billing @ Myclient.com" box is NOT checked and the Copy CC and the Blind Copy email boxes are both blank.

These unwanted copies are clogging up my client's billing email account and interfering with his business.

Thanks for your help!

Clark_B · ‎October 21, 2024

Thank you, Lorraine, for bringing this to our attention. I'm here to provide further insight how to turn off company copy of invoice emailed to a customer in QuickBooks Online (QBO).

To begin, you'll have to remove the email from the Cc and Bcc field to completely turn off the automatically receive a copy of the emailed transactions to the email or gmail account. However, if it's the same thing and you've already ensure that the Email me a copy at [your email] checkbox is already uncheck. Let's perform some troubleshooting steps to determine if the issue is related to your browser. Start by logging in to a private browser, this will not store cache files that can cause lag to a web-based program. You can follow these shortcut keys:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

If private browsing works, you can go back to your regular browser and clear its cache. This will allow the system to start with a clean slate again. If private browsing doesn't work, you can use another supported web engine instead.

I'll also add this article to help you track and record customer paid invoices in your file: Record invoices payments in QuickBooks Online.

Please inform me of any developments, Lorraine. If you have further questions about the turning off the company copy of invoice emailed to a customer, feel free to reach out to the Community. I'm here to help.

View solution in original post

Clark_B · ‎October 21, 2024

Thank you, Lorraine, for bringing this to our attention. I'm here to provide further insight how to turn off company copy of invoice emailed to a customer in QuickBooks Online (QBO).

To begin, you'll have to remove the email from the Cc and Bcc field to completely turn off the automatically receive a copy of the emailed transactions to the email or gmail account. However, if it's the same thing and you've already ensure that the Email me a copy at [your email] checkbox is already uncheck. Let's perform some troubleshooting steps to determine if the issue is related to your browser. Start by logging in to a private browser, this will not store cache files that can cause lag to a web-based program. You can follow these shortcut keys:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

If private browsing works, you can go back to your regular browser and clear its cache. This will allow the system to start with a clean slate again. If private browsing doesn't work, you can use another supported web engine instead.

I'll also add this article to help you track and record customer paid invoices in your file: Record invoices payments in QuickBooks Online.

Please inform me of any developments, Lorraine. If you have further questions about the turning off the company copy of invoice emailed to a customer, feel free to reach out to the Community. I'm here to help.

LorraineMo

Thank you. I wasn't convinced this would work, but ran 2 tests, 1 in Chrome incognito and 1 Firefox Privacy mode and it client did not get copied. Yay!

Client will monitor for a few days and let me know.

Thanks for your help!

ShaniamarieC

Thank you for returning to the conversation, @LorraineMo. I appreciate your cooperation and I'm glad that my colleague's suggestion was instrumental in clarifying the process for turning off your company's copy of the invoice emailed to your customer.

It's always rewarding to know that the assistance offered has been valuable and has resolved your concern.

Furthermore, you can check out this article for other methods of seeing important product information: QuickBooks Help page.

If you have additional questions in the future regarding your invoices, or any related topics, please don't hesitate to reach out. I'm always here to provide guidance. Keep safe, @LorraineMo.

LorraineMo

Thank you, I appreciate the helpful people in the Community.

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How to turn off COMPANY copy of invoice emailed to customer