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Level 1

How do I save email addresses for statements?

 
5 Comments
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Moderator

How do I save email addresses for statements?

Hi there, @roshaan.

 

Welcome to the Community. I'd be happy to help and walk you through on how to save the email addresses for statements. 

 

You can go to the customer's profile to add the email address. That email address will automatically show when you create the statement. 

 

Here's how: 

  1. On the left pane, select Sales
  2. At the top left, select the Customers tab.
  3. Find and click the name of the customer. 
  4. At the top right, click Edit
  5. On the Customer information window, enter the email address on the Email field. 
  6. Click Save

Also, you can save multiple email addresses on the customer's profile. For more details, I recommend checking this article: How to email a sales form or report to multiple email addresses.

 

The following article contains additional information about the statement: How to create and manage statements.

 

If you need to reach out for more help, our phone agents will be able to help you get to a resolution quickly.

 

These resources should help to get you back on track.

 

Drop a comment below if you have any other questions about saving email address for statements. I'll be happy to help you out. 

 

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Level 1

How do I save email addresses for statements?

Can the email address be different for statements than for invoices? IE: Customer wants statements to be sent to ABC@ email address, but invoices need to go to DEF@ email address.

Highlighted
QuickBooks Team

How do I save email addresses for statements?

Hello juanita-eiklenbo,

 

Yes, we can use different email address in sending the Statements and Invoices. 

 

Here's how:

 

  1. Go to Sales and select Customers.
  2. Look for the customer where you want to send the Statement.
  3. Click the drop-down under the ACTION column.
  4. Click Create statement.
  5. Change the default email address.
  6. Click Save and send.

Then, here's how to change the default email address for Invoices:

 

  1. Go to Sales, then choose Invoices.
  2. Click an Invoice transaction.
  3. Change the default email address in the Customer email field.
  4. Click Save and send.

Please see the screenshots below:

 

Statement Invoice

Feel free to visit us again if you have other concerns. We'll be around to help. Have a good day!

 

Highlighted
Level 1

How do I save email addresses for statements?

Thank you!  I had hoped that there were different places within QB to store statement email address and invoice email address.

 

Have a great day!

Juanita

Highlighted
QuickBooks Team

How do I save email addresses for statements?

Hi @juanita-eiklenbo,

 

Thanks for getting back to us. The exact feature you're looking for might not be available but I've got a workaround for you.

 

You may consider adding two email addresses in your customer's profile. This way, both email addresses will show up when you create invoices and statements.

 

To get you started, please follow these steps:

 

  1. Go to Sales and choose Customers.
  2. Double-click on the customer's name.
  3. Click Edit.
  4. In the Email field, enter two email addresses by separating them with a comma.

The next time you email an invoice or a statement, just delete the email address you don't need instead of manually typing it.

 

Please feel free to check the screenshots below for your reference.

 

 

 

 

You can also read this article for more details:  How to Email a Sales Form or Reports to Multiple Email Addresses?

 

Let me know if there are other things you need help with. Have a good day!

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