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GenTent
Level 2

Can we override the customer email address for sending invoices in batch?

invoices post to quickbooks with a different email address than the customer account level email address. We wish to send invoices in batch to the customer account level email address. Is there a way to force this to happen?
4 Comments 4
GebelAlainaM
QuickBooks Team

Can we override the customer email address for sending invoices in batch?

Hello there, @GenTent. I'm happy to provide you with some information that will help you with your concern.

Yes, you can override the customer's email address when you want to send batch invoices. You'll just have to change it directly in the customer's profile before sending the batch invoices.

Here's how:
 

  1. Go to the Sales menu and select Customers.
  2. Click on the specific customer you want to change the email to view their customer details profile.
  3. From the Customer details page, click the Edit icon to change the email address.
  4. Then select Save.
     

Then if you want to override the "from" email when you send an invoice, It is impossible to do so, but you can add a Gmail address if you have one.

Here's how:
 

  1. Create an invoice or open an existing one.
  2. Once you fill out the necessary fields, select Save and send to open the preview window.
  3. Above the customer’s email, select the From dropdown.
  4. Select Add Gmail address, then Connect Google account.
  5. Enter your Gmail address and your Gmail password, then select Next.
  6. Select Allow.
     

You can refer to this article, for additional details: Use your Gmail address to send invoices.

I've also added this article for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

If you need anything else, especially when you want to manage your sales forms, I'll be around. Stay safe and hydrated!

GenTent
Level 2

Can we override the customer email address for sending invoices in batch?

Thank you for the fast response.  So if I understand correctly, as long as the email address is in the customer profile, it will override the email address that is in each invoice?  If it works that way then it is perfect for our use scenario.

thanks

Mark

Tori B
QuickBooks Team

Can we override the customer email address for sending invoices in batch?

Hey there, @GenTent

 

Thanks for following up with us. 

 

You're correct with your thinking. When you update the email address from the customer's profile, it will update your invoices automatically. If for any reason you do not see this change take effect throughout your account, I recommend clearing your browser's cache. Web browsers collect cache to save time when loading repetitive data and images. Over time these files can become outdated and corrupted, causing issues with newly inputted data, like new email addresses for customers. I've included the links for all supported browsers that contain the steps to clear the cache below. 

 

 

After clearing the cache, please make sure to restart your browser.

 

Please let me know if you have any questions or concerns. I'm always around to lend a hand. Take care! 

GenTent
Level 2

Can we override the customer email address for sending invoices in batch?

Ok thank you.  We have the proper emails setup in these particular customers and we'll give it a shot.

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