How do I remove an old employee email address from automatic cc on invoice template???

Good morning, stacie11.

Thanks for reaching out for support here in the Community. I'd be glad to show you how to remove the auto carbon copy email address. 

This can be done with just a few steps in the settings section of your QuickBooks account. Here's how:

1. Click the Gear icon in the top right corner.

2. Select Account and Settings.

3. Choose the Sales tab.

4. Click the pencil icon in the Messages section.

5. Make sure the Invoice form has been selected.

6. You can then edit or remove the carbon copy address.

7. Select Save and Done when you're finished.

I'm providing a picture below of what this will look like in your account

That will do it. The automatic carbon copy will no longer appear on your invoices after completing these steps. Please don't hesitate to reach back out if you have any other questions. Take care!

Thank you so much, Morgan.  I spent an hour hunting around various places for that.  Quickbooks strikes again.  Haha.  Again, thanks for the help!  Kind regards, Stacie

Awesome! You're very welcome, stacie11. I'm so glad I could help. You know where to come if you need assistance with anything else.

I've removed an old employees email address this way and they are still showing up in the automatic CC area every time I send out an invoice? Have you ever seen this kind of error? 

Hello,

This  did not work in my case. That particular setting doesn't show any CC emails yet when I send the invoice, they appear. Please help.

QBO Plus.

Thank you

I appreciate you for following my colleague's guidance, Nelson. I understand you're experiencing an issue with an old email address still being included in the automatic CC field on your invoice template, even though it doesn't appear in your Accounts and settings. It's crucial to resolve this to prevent future miscommunications with your customers. Let's work together to resolve this so your invoices are sent correctly.

It seems you may be using a recurring invoice template that still includes an old email address despite no CC entered in Accounts and settings. If this is the case, follow these steps to remove the old email:

1. Go to the Gear icon. Then, Recurring transactions.
   
2. Select Edit under the Action column.
   
3. Click on CC/Bcc, and remove the associated emails.
   
4. Review other information, then click on Save template.

On the other hand, if this issue occurs every time you create a new invoice and select a customer, it can be that the changes made in the Accounts and settings weren't applied due to a temporary browser problem. If you haven't yet, access your QBO account through your browser's incognito mode. Here are some shortcut keys:

• Google Chrome: Ctrl + Shift + N
• Microsoft Edge: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

Once completed, follow the steps provided by MorganB and ensure that no CC email address is included. If this works, proceed to clear your browser's cache.

When this is resolved and you need to record invoice payments in QuickBooks Online, I'm adding this article as a guide: Record invoice payments in QuickBooks Online.

It’s essential to address these details to maintain clear and accurate communication with your clients, Nelson. If you have updates about this or have additional questions, feel free to click on the Reply button. We're committed to offering ongoing support.