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cambreco
Level 2

Auto send payment to all emails on the invoice

Hi there,

 

My client has two email addresses in her Customer record. She’s reported to me that when she pays her invoice through QB, only one of the two emails in her Customer record gets notification that she’s made payment. How do I make it so that both get notified?

Solved
Best answer July 21, 2021

Best Answers
JessT
QuickBooks Team

Auto send payment to all emails on the invoice

Hi cambreco!

 

Business needs vary, but I understand the importance of receiving copies of a payment notification on your customer's side. I'm here to help. However, I'm a little bit lost because you said you send the invoice (obviously, through QBO), but your client also pays through QuickBooks. How is she able to do that? Does she have access to your QuickBooks?

 

I'll explain the happy path, and you can point out the part you’re most interested in.

 

Let's say you send the invoice and record the payment in QuickBooks. If your customer has two emails addresses in their profile, both addresses will auto-populate when you invoice and create invoice payments for them. So basically, both emails are notified.

 

 

If your customer pays their invoice online, only the email in which they open the invoice will receive a notification. This is what JasroV means in his answer as well.

 

You can always go back to this thread if you have additional questions about email notifications for invoice payments or other topics. I'll be more than happy to assist you again.

View solution in original post

3 Comments 3
JasroV
QuickBooks Team

Auto send payment to all emails on the invoice

I can impart some information about email notifications when paying invoices, @cambreco.

 

When your client and pays you through online invoice, she'll receive a notification/receipt to the email you send the invoice to. Thus, if she's paying the statement from her 1st email, she'll be notified from that address. The same goes if she's using her 2nd email.

 

As an alternative, you'll want her to forward the payment notification to her other email. This way, she'll have a copy of the payment receipt made through the other one. 

 

Also, once she made her payment from the 1st email, paying the invoice through the 2nd email is unavailable and vice versa. She'll receive a prompt that the invoice is already been paid.


Moreover, I've added these resources for your reference. These can guide you on how to personalize your invoices and record your customer payments:
 

 

Have other questions or queries about invoices or managing your customers' payments? You can always leave the details below. I'll be here ready to help you.

cambreco
Level 2

Auto send payment to all emails on the invoice

Hi there,

 

I'm afraid your syntax has left me confused. Can you be more granular in your description to help me understand?

 

To reiterate, my client has two emails. Let's call them [email address removed] and [email address removed]. I have it so that every invoice I send out goes to: "[email address removed],[email address removed]". That's great.

 

You said: "When your client and pays you through online invoice, she'll receive a notification/receipt to the email you send the invoice to." <-- This does not seem to be true. I didn't send the invoice to one email. I sent the invoice to TWO emails: [email address removed] and [email address removed]. Therefore, I don't understand this comment.

 

You said: "Thus, if she's paying the statement from her 1st email, she'll be notified from that address. The same goes if she's using her 2nd email." How do you "pay from" an email? Is there an email that she inputs when she pays? I don't know this process (and I currently don't have any open invoices so I can test it).

JessT
QuickBooks Team

Auto send payment to all emails on the invoice

Hi cambreco!

 

Business needs vary, but I understand the importance of receiving copies of a payment notification on your customer's side. I'm here to help. However, I'm a little bit lost because you said you send the invoice (obviously, through QBO), but your client also pays through QuickBooks. How is she able to do that? Does she have access to your QuickBooks?

 

I'll explain the happy path, and you can point out the part you’re most interested in.

 

Let's say you send the invoice and record the payment in QuickBooks. If your customer has two emails addresses in their profile, both addresses will auto-populate when you invoice and create invoice payments for them. So basically, both emails are notified.

 

 

If your customer pays their invoice online, only the email in which they open the invoice will receive a notification. This is what JasroV means in his answer as well.

 

You can always go back to this thread if you have additional questions about email notifications for invoice payments or other topics. I'll be more than happy to assist you again.

View solution in original post

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