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Tanya-Ultimate
Level 1

Sending reminders to a different email

Hi QB Community. I use QuickBooks Online. Some of our customers who have a bigger AP/AR department need invoices to be sent to a specific email. However, they need the reminders for unpaid invoices to be sent to a different email. Is there a way to get this done in QuickBooks Online? Thanks.

1 Comment 1
AnneMariee
QuickBooks Team

Sending reminders to a different email

It's nice to see you here in the Community, Tanya.

 

You can send an invoice to your customer's primary email and send a reminder to the same customer's alternative email through QuickBooks Online. Let me guide you through the process.

 

When creating your invoice, you can simply fill the Customer email field with your customer's primary email. Then, after filling the invoice form with the necessary details, just click Save and send.

 

If you already have an open invoice for a customer, here's how to send it:

 

  1. Go to Sales.
  2. On the Invoices tab, locate the invoice you want to send.
  3. Click the dropdown arrow, then tap on Send.
  4. Fill in the email field with your customer's primary email.
  5. Tap on Send.

 

For your customer to receive the reminder in a different inbox, you'll need to send reminders manually and input your customer's alternative email in the email field. 

 

Here are the steps to send invoice reminders manually:

 

  1. Go to Sales, then Invoices.
  2. Find the invoice you'd like to send a reminder for.
  3. From the Receive payment dropdown, select Send reminder.
  4. Input your customer's alternative email, and customize your message.
  5. Click Send.

 

Once done, you should be able to send invoices and reminders to specific emails. 

 

I'll leave this article on gently reminding customers about due dates through QuickBooks: Send invoice reminders automatically or manually in QuickBooks Online.

 

You can also check this article on recording your customers' payments for future reference: Record invoice payments in QuickBooks Online.

 

Please feel free to leave a reply if you have further concerns about sending invoices and reminders. The Community is always here for you.

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