Can I add an additional e-mail address to a customer?

lmstewart · ‎August 14, 2024

I need to send statements to this customer to 2 different email addresses.

MsNorthPND1881 · ‎August 14, 2024

Let me help you handle your queries, lmstewart.

In QuickBooks Online (QBO), we can incorporate additional email addresses into a customer's profile. This allows you to designate a default email address for sending statements to that particular customer.

Here’s how to add an email to your customer:

Navigate to the Sales section and then select Customers. Identify the customer for whom you wish to add an email address.
Proceed to click on the Customer Details tab.
Choose the Edit option.
Please input the email addresses, separating them by a comma and a space.
After completing this step, click on Save to confirm the changes.

You can also learn how to email a sales form or report to multiple email addresses by clicking on this link.

Additionally, please explore these useful resources regarding the acceptance of electronic payments from customers for online invoices or in-person transactions utilizing QuickBooks:

If you have any questions or need assistance with your additional email address, please post them here in the Community. We're always available and willing to help you. Have a good one.

View solution in original post

MsNorthPND1881 · ‎August 14, 2024

Let me help you handle your queries, lmstewart.

In QuickBooks Online (QBO), we can incorporate additional email addresses into a customer's profile. This allows you to designate a default email address for sending statements to that particular customer.

Here’s how to add an email to your customer:

Navigate to the Sales section and then select Customers. Identify the customer for whom you wish to add an email address.
Proceed to click on the Customer Details tab.
Choose the Edit option.
Please input the email addresses, separating them by a comma and a space.
After completing this step, click on Save to confirm the changes.

You can also learn how to email a sales form or report to multiple email addresses by clicking on this link.

Additionally, please explore these useful resources regarding the acceptance of electronic payments from customers for online invoices or in-person transactions utilizing QuickBooks:

If you have any questions or need assistance with your additional email address, please post them here in the Community. We're always available and willing to help you. Have a good one.

i65

There apparently is a character limit to this field?

I can only fully enter two email addresses when there needs to be five.

GenmarieM

Your customers must have long emails, @i65.

Yes, there’s a limit in the Email field. 103 characters including spaces, to be precise. If you're unable to fit all five email addresses into this field, you can enter the remaining three addresses into the Cc and Bcc fields. This way, these email addresses will still receive copies of transactions like invoices, sales receipts, and estimates.

However, please note that when sending statements, only the email addresses entered within the Email field are included in the process. If sending statements is your primary goal, you may need to prioritize the most relevant email addresses in that field.

Feel free to return to this thread if you have any further questions.

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Can I add an additional e-mail address to a customer?