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ctmtax2017
Level 1

Can I put in a different email for each user in our company on the invoices or estimates we send out to customers? So the customer can respond back to the correct person.

I want each our employees to use their own email on the estimate that is sent through quickbooks.
2 Comments 2
JamesDuanT
Moderator

Can I put in a different email for each user in our company on the invoices or estimates we send out to customers? So the customer can respond back to the correct person.

Let's find a way to achieve what you want, ctmtax2017.

 

Currently, the company email address will be the default recipient when the customer replies to an invoice or estimate. As a workaround, your employees (QuickBooks users) can CC or BCC their email addresses when creating invoices or estimates.

  1. Click the + New button in the upper-left corner and select Invoice or Estimate.
  2. Under the Customer email field, click the CC/Bcc hyperlink.
  3. Let your employees enter their own email address in the CC or BCC field and click Done.
  4. Enter the details of the invoice or estimate.
  5. Click Save and send.
  6. In the Send email window, review the message and the email addresses.
  7. Click Send and close.

You can use these links for reference: 

Once the customer replies, your employees will also be notified with the activity. 

 

We'll be right here if you need further assistance in sending invoices or estimates. 

SteveChase
Community Champion

Can I put in a different email for each user in our company on the invoices or estimates we send out to customers? So the customer can respond back to the correct person.

One tiny workaround is to create custom invoices (Gear Icon > Custom Form Styles). Then add a new invoice style for each person you want. You can only customize the Footer content. For example you could have "Please reply to [email address removed] for any questions about this invoice. You can make the footer text as large as 12points font. Then each sales person would create their own invoice using the customize button at the bottom of the invoice and change it to their own.

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