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khegge
Level 2

How do i send the same invoice amount to multiple people

We need to send a special assessment invoice to everyone in our Homeowners Association. do i need to do each one indiviudally? Is there a way to create one invoice that goes to 55 people?
7 Comments 7
LieraMarie_A
QuickBooks Team

How do i send the same invoice amount to multiple people

Hi there, @khegge.

 

You can send an invoice to multiple email addresses by doing either of the following:

  • Typing in multiple email addresses separated by a comma and space.
  • Using the Cc (carbon copy) or Bcc (blind carbon copy) fields.

 

To send your invoice to multiple email recipients, follow these instructions:

  1. From the invoice window, type in the email addresses separated by a comma and space. Take note that there is a 100-character limit in the email address field. 
    Capture.PNG
  2. Enter the email addresses in either the Cc or Bcc field.
  3. Select Send.

 

You can also enter the default email addresses. It helps you avoid entering the same email addresses each time you create a sales form

  1. Go to the Gear icon and choose Account and Settings.
  2. Select the Sales tab, then go to Messages.
  3. Click Edit ✎, then enter the default email addresses in the Cc or Bcc field.
  4. Select Save.

 

Here are some articles to for more information:

 

You can also send invoice from your Gmail addressThis way you can manage your emails with customers all in one place.

 

Feel free to leave a comment below if you have any other QuickBooks concerns. We are always available to help. Have a great rest of your day.

khegge
Level 2

How do i send the same invoice amount to multiple people

So I can just go to 'Add Invoice" ...check each of the 55 resident I want to send an invoice to...type out the information I want and send??

Rasa-LilaM
QuickBooks Team

How do i send the same invoice amount to multiple people

Thanks for coming back to the Community, @khegge.


I’ll help make sure you can send an invoice to multiple people in QuickBooks Online (QBO).


Yes, you’ll have to create an invoice. Then, select your client’s name from the Customer drop-down. For example, the Homeowners association.


Next, type the email addresses for your customers. For the step-by-step process, I still suggest following the instructions shared @LieraMarie_A

 
Let me share some links that will guide you on how to perform customer tasks easily. These resources contain topics about managing payments, customizing sales forms, handle refunds, etc.:

 

 

Feel free to click the Reply button if you have questions about sending invoices and other customer-related activities. I’m always ready to answer them for you. Have a great rest of the day.

jjreichardt
Level 1

How do i send the same invoice amount to multiple people

So, I have two emails for a lot of accounts but some are requesting three. If I add as an alt email, it doesn't show up on the invoice to send. Is there a way to have it always send to three people?

CharleneMaeF
QuickBooks Team

How do i send the same invoice amount to multiple people

I can see how the ability to include three email addresses in your invoice would meet your business needs, jjreichardt. I'm here to share some insight.

 

As of now, we're unable to add multiple emails in QuickBooks Online. I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience with the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.
    Capture.PNG

 

Also, you can track feature requests through the Customer Feedback for QuickBooks Online website.

 

Additionally, I've included these articles that'll help you send reminders to your customers once their invoices are soon to be due. This way, you'll be able to ensure you're paid on time:

 

 

Please get back to me if you have questions about managing QuickBooks, jjreichardt. I want to make sure you're taken care of. It's always my priority to help.

BoBella
Level 2

How do i send the same invoice amount to multiple people

What if I need to share to multiple people and the email addresses are more than 100 characters?  Can I increase the text limit somehow?

Kurt_M
QuickBooks Team

How do i send the same invoice amount to multiple people

Hello there, @BoBella. I'd be glad to share details about the limit of characters you can input when entering email addresses on transactions in QuickBooks Online (QBO).

 

As I check here on my end, the option to increase the text limit when entering multiple email addresses is currently unavailable. However, you can consider sending a carbon copy to your email. Then from there, send it to multiple recipients.

I can also help you send your feedback to our Product Development Team. This way, they'll see your feature request and consider adding it to future product updates. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. In the upper-right corner, click the Gear icon and then select Feedback.
  3. Enter a brief description of your product suggestion, and then click Next.
  4. Type your email address.
  5. Once done, click Send Message.

 

In addition, I've got you this article in case you'd like to create personalized sales forms to match it with your business in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You may also check this page if you want customize a report to show specific data in QBO: Customize reports in QuickBooks Online.

 

Do you have any additional questions aside from increasing the text limit in QuickBooks Online? Or do you need help performing specific tasks in QuickBooks? Know that I'll be more than happy to assist you again. Take care, and have a good one!

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