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anison
Level 1

I would like to automatically be bcc'd on all invoices I send out. Now I manually type in my email in the bcc field; I would like this to happen automatically.

 
Solved
Best answer August 02, 2020

Best Answers
ReyJohn_D
Moderator

I would like to automatically be bcc'd on all invoices I send out. Now I manually type in my email in the bcc field; I would like this to happen automatically.

Welcome to the Community, @anison.

 

Having a default email in the Blind copy (Bcc) field when sending invoices is simple and easy. We can achieve this in the Account and Settings page. I'll guide you with the steps:

 

  1. Click the Gear icon ⚙️ at the top right corner, and then select Account and Settings under Your Company.

  2. Choose the Sales tab, and then tap the pencil icon ✏️ under the Messages section.
  3. Enter the email you wish in the Bcc field, and then pick Invoices and other sales forms in the Sales forms drop-down ▼.
  4. Click Save, and then Done to confirm the action.


C6.PNG

To make your invoices more appealing and look personalized, you can customize them. Click this link for more info.

 

Also, you'll want to batch email or print your invoices and other sales forms to make your task easy and efficient. I've got this handy resource as your guide.

 

Finally, you may enter the invoice payments in QuickBooks Online to organize your records and properly reflect them on your reports. Browse this article for more details.

 

Click the Reply button if you need more help with managing your invoices or any QuickBooks-related concerns. Take care and have a pleasant day.

View solution in original post

8 Comments
ReyJohn_D
Moderator

I would like to automatically be bcc'd on all invoices I send out. Now I manually type in my email in the bcc field; I would like this to happen automatically.

Welcome to the Community, @anison.

 

Having a default email in the Blind copy (Bcc) field when sending invoices is simple and easy. We can achieve this in the Account and Settings page. I'll guide you with the steps:

 

  1. Click the Gear icon ⚙️ at the top right corner, and then select Account and Settings under Your Company.

  2. Choose the Sales tab, and then tap the pencil icon ✏️ under the Messages section.
  3. Enter the email you wish in the Bcc field, and then pick Invoices and other sales forms in the Sales forms drop-down ▼.
  4. Click Save, and then Done to confirm the action.


C6.PNG

To make your invoices more appealing and look personalized, you can customize them. Click this link for more info.

 

Also, you'll want to batch email or print your invoices and other sales forms to make your task easy and efficient. I've got this handy resource as your guide.

 

Finally, you may enter the invoice payments in QuickBooks Online to organize your records and properly reflect them on your reports. Browse this article for more details.

 

Click the Reply button if you need more help with managing your invoices or any QuickBooks-related concerns. Take care and have a pleasant day.

View solution in original post

kim-s
Level 1

I would like to automatically be bcc'd on all invoices I send out. Now I manually type in my email in the bcc field; I would like this to happen automatically.

When my sales team sends out Estimates and the customer replies, yes lets go ahead with this.

 

I cannot get email replys back to sales department.

 

It would be great if there were options for replying to person for Estimates and Seperate person for Invoice reply questions.

Jovychris_A
QuickBooks Team

I would like to automatically be bcc'd on all invoices I send out. Now I manually type in my email in the bcc field; I would like this to happen automatically.

Thanks for posting to the Community, @kim-s.

 

Yes, I know how beneficial it is to get the option for replying to a person for estimates, and a separate person for invoices in QuickBooks Online (QBO).

 

Please know that I'm taking note of this one. In the meantime, you can visit our QuickBooks blog site to see the freshest feature updates and product enhancements.

 

Additionally, when you want to learn more about QBO, you can navigate the tabs above to search for articles, topics, and training videos.

 

If you have more questions about QuickBooks, feel free to post a comment below. I'll reply as fast as I can. Take care and more power to your business!

ethoshcs
Level 1

I would like to automatically be bcc'd on all invoices I send out. Now I manually type in my email in the bcc field; I would like this to happen automatically.

Is it possible to bcc someone per client? I pay a referral fee to someone but only on certain clients. I would prefer that the client not know or I would just add the referral source's email on the email line after the client's email. Is there a way to set it up in the client's file so it will automatically populate on all invoices to that client?

JamesDuanT
Moderator

I would like to automatically be bcc'd on all invoices I send out. Now I manually type in my email in the bcc field; I would like this to happen automatically.

Hello there, ethoshcs.

 

We have an option to set default email addresses for BCC. Here's how:

  1. Click the Gear icon in the upper-right corner and select Account and settings.
  2. Select the Sales tab and go to the Messages section.
  3. Select a Sales form (Invoice).
  4. Enter the email address in the Blind Copy (Bcc) new invoices to address field.
  5. Click Save and Done.

However, setting the Bcc option per client is not yet possible. You'll need enter the email address manually in the Bcc field when creating the client's transactions.

  1. Click the + New button in the upper-left and select Sales receipt or Invoice.
  2. Below the Customer email field, click the Cc/Bcc hyperlink.
  3. Enter the email addresses and click Done.
  4. Enter the transaction details.
  5. Click Save and close.

Feel free to get back to us if you need anything else. Have a great day!

ethoshcs
Level 1

I would like to automatically be bcc'd on all invoices I send out. Now I manually type in my email in the bcc field; I would like this to happen automatically.

Thanks. I hope that QB will put this on the list of things to develop in the future. I appreciate the quick reply. 

HelloYall
Level 1

I would like to automatically be bcc'd on all invoices I send out. Now I manually type in my email in the bcc field; I would like this to happen automatically.

Is this option not available to "Plus" users?

ReymondO
QuickBooks Team

I would like to automatically be bcc'd on all invoices I send out. Now I manually type in my email in the bcc field; I would like this to happen automatically.

Thanks for joining this thread, @HelloYall.

 

If you're referring to setting a default email address for BCC, this option is available in QuickBooks Online (QBO) Plus, too.

All you need to do is follow the steps provided by my colleague James in the conversation above.
 

Once done, the email address will automatically show up in the BCC field when creating invoices.

 

In case you wanted to personalize your sales forms and add the info that matters most to your business, you can create custom templates.

 

Please let me know if there's anything else I can do to be of assistance. Just place your concern by clicking Reply and I'll get back to you. Have a wonderful day and stay safe.

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