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khegge
July 25, 2021
Question

How do i send the same invoice amount to multiple people

  • July 25, 2021
  • 8 replies
  • 127 views
We need to send a special assessment invoice to everyone in our Homeowners Association. do i need to do each one indiviudally? Is there a way to create one invoice that goes to 55 people?

8 replies

LieraMarie_A
LieraMarie_A
Level 8
July 25, 2021

Hi there, @khegge.

 

You can send an invoice to multiple email addresses by doing either of the following:

  • 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. Select Send.

 

You can also enter the default email addresses. It helps you avoid entering the same email addresses each time you create a sales form

  1. Go to the Gear icon and choose Account and Settings.
  2. Select the Sales tab, then go to Messages.
  3. Click Edit ✎, then enter the default email addresses in the Cc or Bcc field.
  4. Select Save.

 

Here are some articles to for more information:

 

You can also send invoice from your Gmail address. This way you can manage your emails with customers all in one place.

 

Feel free to leave a comment below if you have any other QuickBooks concerns. We are always available to help. Have a great rest of your day.

kheggeAuthor
July 29, 2021

So I can just go to 'Add Invoice" ...check each of the 55 resident I want to send an invoice to...type out the information I want and send??

BoBella
BoBella
July 22, 2022

I can see how the ability to include three email addresses in your invoice would meet your business needs, jjreichardt. I'm here to share some insight.

 

As of now, we're unable to add multiple emails in QuickBooks Online. I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience with the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.
    Capture.PNG

 

Also, you can track feature requests through the Customer Feedback for QuickBooks Online website.

 

Additionally, I've included these articles that'll help you send reminders to your customers once their invoices are soon to be due. This way, you'll be able to ensure you're paid on time:

 

 

Please get back to me if you have questions about managing QuickBooks, jjreichardt. I want to make sure you're taken care of. It's always my priority to help.


What if I need to share to multiple people and the email addresses are more than 100 characters?  Can I increase the text limit somehow?

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