How to e-mail the same invoice to two or more recipients?

Let's go over some details to help you with sending email invoices to multiple recipients in QuickBooks, CB247.

You can use one of the following two methods to send an invoice to multiple email addresses:

• 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.
2. Enter the email addresses in either the Cc or Bcc field.
3. Choose Send.

For more information, open these articles: 

• Create and send multiple invoices
• Email a sales form or report to multiple email addresses

I've also included these articles that will help you send reminders to your customers when their invoice is due. This will help you make sure you get paid on time.

• Send invoice reminders automatically or manually
• Create recurring transactions in QuickBooks Online

If you have any questions about sending invoices or other customer-related activities, please click the Reply button. I am always ready to help you with your questions.

Yes, I see that I can add CC or BCC addresses - how do I do that automatically when billing the same customer in future? I don't want to have to look up e-mail addresses each time I invoice the same client. There doesn't seem to be a place in the client profile in which to add multiple e-mails/contacts. And the invoices are different amounts each time and not recurring. Thanks.

Were you able to find out how to have the 2 emails on monthly invoices?  I am running into the same thing where I can save it to the customer information (our amounts are different monthly also so I cannot set up a reocurring monthly invoice) but in order for it to appear on the next emailed invoice when I got to send it, I have to remember to manually type (or copy and paste) the second email each month.

Thanks, Leslie

QuickBooks Online provides the ability to email multiple customers from within the software, Leslie.

I also checked and any email addresses stored in the customer's profile (separated by a comma and space) will be automatically included when sending invoices and other sales transactions.

This means that you don't need to manually type in or copy each additional email address individually each month.

If the emails are not populating automatically as expected, browser and other technical issues can prevent the automation feature from functioning properly.

In this case, I'll share the steps that can resolve common browser-related problems when using QBO. Here's how:

1. Use a private/incognito browsing session or restart your browser.
2. Clear your browser's cache.
3. Add Intuit as a trusted site.

Let me also share these articles for additional guidance when sending out transactions:

• Change The Email Address Your Customers See In QuickBooks Online
• How To View List Of Bounced Emails With Delivery Errors

Feel free to seek help from the Community should you have any further questions related to managing customer and sales transactions in QBO. We're always available and ready to assist whenever needed.