I have a client that wants the emailed invoice to go to two different emails address's. Do I just add a comma in the account settings?

Hello,

Yes you can add a comma to separate email addresses.

Also, if the 2nd email is always the same (Like he wants to CC his own company) he can go to the Gear Icon/Account and Settings/Sales and add the default CC address so ALL emailed forms get sent to the 2nd email address also.

Thank you for the reply, however I have a client that wants the invoice sent to two email address's. I have it set that I get cc'd, but the client wants it cc'd to another address.

In the setting sections that you mentioned, if I out their second email in, all invoices for all clients will go to that address as well.

Thanks for the quick response, @usercharlespainter.

You can add a separate email address to the invoice. This way, you won’t have to enter a new email to the Carbon Copy (CC) field.

I’ve added a screenshot for your visual reference. 

Additionally, you also have the option to personalize your invoice and email template. This way, only the data that matters to you will be viewed by your client. To be guided on the step by steps process, check out these articles:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Email and customize sales form

Let me know if you need further assistance managing your invoices or any QuickBooks concerns. It’s always my pleasure to keep you in working order. Have a great day ahead and keep safe.

So if I understand you correctly, I have to do this each and every time that I invoice a customer versus if I add the secondary (cc) email address to their account in the Customer module? So if that a the case and every customer had to address's I could only do it in the Invoice module. 

Did I understand you correctly?

Hello, usercharlespainter.

I'll clarify my colleague's responses when adding a secondary email address. 

If you're referring to another company email address, you can add it in the BCC or CC field (separated by a comma) in the Account and settings page. This will affect all invoices for all customers however. 

If you don't need to affect all invoices, you'll want to use the CC/BCC field in the Invoice module itself. You would want to do this every time you want to send a copy to the client's second email address. 

Also, if you're referring to the customer's secondary email address, you can add it on both the invoice module or in their customer profile. 

If you prefer to add the email addresses on the Customer profile or module, here's how you can do it:

1. Go to Sales , then click the Customers tab. 
2. Find and select a customer.
3. Click Edit
4. Enter the first and second email addresses in the Email box (separated by a comma). 
5. Once done, click Save. 

The same information will automatically populate whenever you create an invoice. 

If you need more help managing your customers, you can check this article: Add and manage customers in QuickBooks Online.

Ready to create invoices again and record their payments? These articles can help you with the process:

• Create invoices in QuickBooks Online
• Record invoice payments in QuickBooks Online

I'm happy to address any other concerns you might have when managing your lists and data. Just add the details here (you can also add other questions) and I'll get back to you as soon as possible.