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.
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.
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.
Yes, we can use different email address in sending the Statements and Invoices.
Then, here's how to change the default email address for Invoices:
Please see the screenshots below:
Feel free to visit us again if you have other concerns. We'll be around to help. Have a good day!
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:
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!
It seams like in todays day and age where companys have multpul email addresses you should be able to tell it you want one for invoices and one for statments. I feel like this is something that QB should put into there software.
I am wanting to find out which email address is pulled over to statements or how to change it.
We have Main Email used for purchasing agent
cc used for who they have asked info be sent to
alt emails for accounting or others
I want to make one alternative email specific to the accounting departments consistent throughout the customer list.
I did not set up the customer statement form but I am thinking that is where the TO is set up.