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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:
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:
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!
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
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 Over time these files can become outdated and corrupted, causing issues with newly inputted data, like new email addresses for customers.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!
Ok thank you. We have the proper emails setup in these particular customers and we'll give it a shot.
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