How do I add email addresses to cc anytime I send an invoice?

Hello,

Go to Gear Icon/Account and Settings/Sales/Messages

You'll have options to email yourself a copy as well as CC and BCC other email addresses.

Got it! Thank you!

Thank you!!

Is there a way to add a default email to be cc.ed at within the customer master record? i.e. for company ABC Ltd, [email address removed] is emailed and [email address removed] is cc.ed (for every invoice sent to the company ABC Ltd.)

Hi there, @heneghae,

 

I'm happy to help! Yes, you can add a default email address to be your Cc and Bcc.

 

To add a default Cc and Bcc email, you can simply follow these steps:
 

1. Go to Settings.
2. Select Account and Settings.
3. Choose the Sales tab, then go to the Messages section.
4. Select Edit, then add the default Cc and Bcc email you desire.
5. Click Save, then Done.
    

For detailed information, you can visit: Email a sales form or report to multiple email addresses.
 

You can also refer to this article for future use if you want to customize transactions: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

If you need any additional assistance with changing and managing your email addresses, please don't hesitate to reach us or simply leave a comment below this post. I'll be happy to help you anytime. Have a great day ahead!

Hi Dorothy, that would be the same cc email address for every customer. What I am trying to achieve is a customised default cc for each customer I have clarified the example.

I know this can be done after creating the invoice, by editing the invoice. But I would prefer it to be the default for each customer as I import my invoices. 

i.e. for my company XYZ ltd. for customer ABC Ltd, [accounts email] is emailed and [customer contact email address] is cc.ed (for every invoice sent to the customer ABC Ltd. by my company XYZ ltd.)  

I've got your point, heneghae.

I understand that the option to set the default CC and BCC email addresses for each of your customers saves you time. Currently, this isn't possible. You can manually add those emails for the time being whenever you create invoices for your customers.

This is a fantastic suggestion for a future product upgrade; I recommend submitting a request through QuickBooks. Our Product Development team will review each request. Once approved, they will be able to include them in future updates.

Here's how:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your request.
4. Hit Next to submit.

You can visit this page to track feature requests: QuickBooks Online Feature Requests page.

Additionally, I've added this article to guide you if your customer decides to return the item they purchased for future use: Record a customer refund in QuickBooks Online.

Let us know if you need anything else. The Community is available 24/7 to assist you.

This is why QB frustrates it's customers. This is not something unique. It's not an obscure request. Not fixing this is simply lazy on their part.