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denverboyscouttr
Level 1

How to change CC and BCC when sending reminder for overdue invoice. I know how to set the CC and BCC on invoices. How can you change reminder email of existing invoice?

 
3 Comments
AileneA
QuickBooks Team

How to change CC and BCC when sending reminder for overdue invoice. I know how to set the CC and BCC on invoices. How can you change reminder email of existing invoice?

Hello, @denverboyscouttr

 

Welcome to the Community space. Let me guide you on how to change the email of existing invoice. QuickBooks uses this as a template for all invoice reminders. When you create an invoice, the due date on the form starts the clock. Make sure you include an email address in the Customer email field on invoices. Here's how: 

 

  1. Go to the Sales, choose Invoices
  2. Find the existing invoice you'd like to send a reminder for.
  3. Click the Receive Payment ▼ drop-down menu and choose Send reminder.
  4. Customize your message and select Send

 

invoice100.PNG

 

invoice101.PNG  

 

For more detailed information about invoice reminders in QuickBooks you can check out this article: Automate invoice reminders in QuickBooks Online

 

Visit us again if you need anything else with managing your business in QuickBooks Online. Have a great day!

denverboyscouttr
Level 1

How to change CC and BCC when sending reminder for overdue invoice. I know how to set the CC and BCC on invoices. How can you change reminder email of existing invoice?

I am able to set the TO field on the email successfully, I am trying to locate the configuration to change the CC and BCC on the fields.  This must have been configured, and I remember putting in that gmail account.  I changed the CC and BCC for emails on new invoices.  Thanks for your help answering so quickly.  

 

 

JessT
QuickBooks Team

How to change CC and BCC when sending reminder for overdue invoice. I know how to set the CC and BCC on invoices. How can you change reminder email of existing invoice?

Hi denverboyscouttr,

 

The email in the BCC field is the one you set in the Messages setting. It's the only setting where you can enter a BCC email. The Reminder setting below it doesn't have that field. Let me walk you through the steps.

  1. Click the Gear icon and choose Accounts and Settings.
  2. Select Sales and click the Messages section.
  3. Change the email address in the BCC field and click Save.

After this, try creating a dummy invoice and send it to your self. Then, send a reminder to test it.

 

Let me know how the steps work for you.

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