Email not automatically propogating on my invoices

I have a way to ensure your customer email will automatically display when creating invoices, Amy.

Let's check your customer details and ensure the email address is entered in their profile. This way, when creating an invoice for a specific customer, the system automatically displays the customer's email address. 

Here's how:

1. Click the Sales and select Customers.
2. Select the customer name and click Edit.
3. In the Email box, make sure your customer's email is displayed.
4. If the Email box is empty, ensure we input the customer's email address and click Save.

However, If the issue persists after ensuring the email is entered in the customer's profile, I suggest opening your account using an incognito/private browser. This way, we can check if this relates to your browser problem. Sometimes, files stored in your browser cause unexpected behavior in QuickBooks Online.
 

Here's how:

• Google Chrome: press Ctrl+Shift+N 
• Mozilla Firefox: press Ctrl+Shift+P 
• Internet Explorer: press Ctrl+Shift+P
• Safari: press Command+Shift+N 

If it works, I recommend clearing your browser's cache. Clearing cache and cookies can resolve minor display issues. Alternatively, you can use supported web browsers to help optimize performance. 

I've also attached this helpful article to help you personalize and customize the appearance of your sales forms: Customize invoices, estimates, and sales receipts. 

Furthermore, If you need to send invoices so your customers can pay them online, check out this article: Receive and process payments in QuickBooks Online with QuickBooks Payments. 

Please know that I'm always here if you have other questions about your invoices, please comment below. We'll make sure that all your queries are taken care of. Have a great day!

I have already tried all of that.  The invoices are sent over from our practice management software and for some reason the emails that are in the customers Quickbooks profile do not automatically go on the invoice, I have to manually put them in to send out the invoice.  I have cleared the cache, tried it in an incognito screen.  I have even done a screen share with someone from Quickbooks and they just said they didn't know. 

Good Morning amy-baileysequin,

Thank you for sharing all the steps you took to resolve the matter. I appreciate it!  Since you are using a third party to integrate with QuickBooks, have you tried connecting with the app developers to see why there is an issue with how the invoices are coming into QuickBooks?

I will be looking out for an update! Talk to you soon. 

Hi, Did you ever find a resolution for this issue?  It started happening to me last month when copy invoices into quickbooks from an external application (Harvest). It was working fine for years until last month and is still not working.  Nothing has changed.  I worked with both quickbooks and harvest support but did not find a solution.

Thanks!

Hello, @pbkpr. I appreciate you reaching out to our phone team and Harvest support for an immediate solution. To assist you effectively, I'll route you to the appropriate team to take on this matter with utmost urgency.

Even though you contacted our Live Support Team already, I suggest connecting with them again. They have the tools and resources to assist you effectively through a screen-sharing session. They can identify the underlying causes of the problem, as this just occurred last month. This will allow them to analyze the situation in real-time and provide quick solutions.

Once your customer plans to settle their invoices, it's important to record that payment within QuickBooks. This involves linking the payments to the specific open invoices they correspond to, ensuring that your accounts remain balanced.

It’s crucial to maintain the auto-populate customer email address to help promote timely workflow. If there's any assistance we can offer, kindly return to our forum. We're always here to provide any service needed.

Hi, was a resolution ever found for this?  I don't see how it can be the 3rd party's software issue.  They don't even have the email address to send in the api to quickbooks.  Quickbooks in the past has populated this based on other information such as the company name.