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Level 2

Not getting cc'd on the invoices from recurring transactions or from individual sends. I have 'Email me a copy' checked. I also have Blind Copy set to same address.

 
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Best answer 03-01-2020

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Level 2

Not getting cc'd on the invoices from recurring transactions or from individual sends. I have 'Email me a copy' checked. I also have Blind Copy set to same address.

the links you sent me did not help at all. I think I figured out the problem.  I had not established a google email account, so it did not know who to bcc.  we'll see if it works.  I have to send out some reminders and I'll test it that way.  I do not want to have to set bcc in every recurring template as I have 240 of them. due to the fact that the batch invoicing is not available on my license. grrr...

thank you.

-Nanette

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QuickBooks Team

Not getting cc'd on the invoices from recurring transactions or from individual sends. I have 'Email me a copy' checked. I also have Blind Copy set to same address.

Hello, @gemgirl

 

It's my priority to help you sort this out. 

 

We can check the Recurring invoice you have created to verify if the email address was entered in that transaction. 

 

Here's how: 

 

  1. Click the Gear icon. 
  2. Choose Recurring Transactions
  3. Open the Recurring invoice, and check under Email if the email enter. 
  4. Tap Save template if modify made. 

   

 

 

 

 

Even though you mark checked the Email me a copy in the setting, there is a limitation on sending the Sales form in QuickBooks Online.    

 

 

 

You might want to check out these helpful articles for your reference:  

 

 

In case you have a recurring transaction that doesn't send automatically, you can view the article provided. It rolls up a few steps you can try whenever you experience a situation that a recurring template doesn't automatically send out an email.

 

Drop me a comment below if you have any other questions. I'll get back to you as soon as possible. Have a great day!

Highlighted
Level 2

Not getting cc'd on the invoices from recurring transactions or from individual sends. I have 'Email me a copy' checked. I also have Blind Copy set to same address.

the links you sent me did not help at all. I think I figured out the problem.  I had not established a google email account, so it did not know who to bcc.  we'll see if it works.  I have to send out some reminders and I'll test it that way.  I do not want to have to set bcc in every recurring template as I have 240 of them. due to the fact that the batch invoicing is not available on my license. grrr...

thank you.

-Nanette

View solution in original post

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