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sunrisehills582
Level 1

How do I add a cc address to a customer invoice?

how do I add a cc email address to a customer invoice?

1 Comment 1
jenop2
QuickBooks Team

How do I add a cc address to a customer invoice?

I'd be glad to help and share the steps on how to CC an email address when sending out a transaction, sunrisehills582.

 

QuickBooks Online allows you to send a copy of the emailed invoice to other people in addition to the person or business receiving the invoice. You can use the CC and BCC fields to do this. Here's how:

 

  1. Go to the + New button and select Invoice
  2. Click the Cc/Bcc link just above the Customer email field.
  3. Type in the email address in the CC field.
  4. Click Done.
  5. Enter all other details of the invoice and click Save and send

 

 

If you wish to send copies to multiple email addresses, separate them using commas. Additionally, you can utilize the Bcc field if you prefer to conceal the copied email addresses.

 

For more information on this feature, you can refer to these articles:

 

 

Just in case you need more resources, let also share these articles as well: 

 

 

If you have any further questions or need assistance when recording transactions in the program, feel free to reach out to the QuickBooks Team in the Community. They are always available to provide guidance whenever you need it.

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