I have a customer who wants his invoices sent to more than one email address. how can I add a "cc" email to an customer?

Adding multiple email addresses to an invoice is easy peasy, @accounting533.

You can utilize the Cc/Bcc field on the Invoice page to enter multiple email addresses and separate them with a comma. Here's how:

1. Click the + New button, then select Invoice.
2. On the Invoice page, select the Cc/Bcc link. 
3. Enter the email addresses on the Cc field. Make sure to add a comma after each email address to separate them.
4. Click Done.
5. Fill out the necessary information for the invoice.
6. Select Save and send.

Once your customer paid their invoices, you can read through this article to learn how to record them: Record invoice payments in QuickBooks Online.

Should you need any assistance managing invoices, I'm available here to help any time!

Thank you - I did see that option. 

But what  I want to do is STORE and access multiple email addresses within the customer contact area. That way I have the email addresses at the ready and am not required to enter them in the cc and bcc fields every time I send an invoice. I was able to do this in desktop.  Any ideas?

Hello, @accounting533.

Thank you for clarifying your main concern about adding multiple customer's email addresses to use in the CC or BCC field.

I understand that you can use this feature in QuickBooks Desktop. However, there are features available in QuickBooks Desktop but not in QuickBooks Online. One of these is adding multiple emails to use in CC or BCC field.

Our Product Development team is always finding ways to improve our service. You can check our QuickBooks Blog to keep updated on the new feature releases.

I'm always here to help you if you need additional assistance with using multiple email addresses.

How can we find out if this feature is in the works. Right now QuickBooks Online seems very limited for customers who are whole sale are larger organizations. 

Your voice matters to us, accounting533.

I can see how the functionality to save multiple email addresses on the customer's profile can save your time. With this, I'd recommend sending a feature request directly to our Product Development team. This helps us improves 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.

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

Additionally, I've included this article that'll help you personalize your invoices before sending them to your customers. This helps add the info that matters most to your business: Customize Sales Forms.

I'm only a few clicks away if you need assistance managing your sales transactions in QuickBooks, accounting533. It's always my pleasure to help you out again.

Any resolution on this one? It's been a while. We have the same issue, virtually every customer has a cc email. It is bad enough we cannot send emails from quickbooks from our forward facing email, but this issue makes us not use quickbooks at all if there is no way to store CC email addresses.

Thanks for participating in this discussion, @jbrackman. I acknowledge your sentiments, and I'm here to address your issue regarding storing a carbon copy (CC) email address in your customer's profile within QuickBooks Online (QBO).

We understand the convenience that this feature would bring, especially when sending out invoices to your customers. However, this functionality is currently unavailable in QBO. For the time being, you'll need to manually input the additional email address in the Cc/Bcc section. Here's the step-by-step process:

1. Go to + New and select Invoices.
2. Click the Cc/Bcc link near the Customer email section.
3. Enter multiple email addresses by separating them with a comma, then hit Done.
   

To save time entering repetitive email addresses, you can make them default when creating a sales form. For detailed instructions, please refer to the Save default email addresses when you create a sales form section in this article: Email a sales form or report to multiple email addresses.
 

At this time, we're unable to provide a specific date for when this feature will be available in QBO. While we appreciate your insights, any changes are subject to review and approval by our software engineers. As long as you submit feedback, rest assured that we'll roll out updates on our website as soon as they become available.

You can also visit the Customer Feedback page to track the status of your feature requests.

Once your sales forms are ready, you'll have the flexibility to email or print them immediately or at a later time. 

Your insights are important to us, and we are committed to enhancing our services based on your valuable feedback. Please keep me informed about any forthcoming concerns you might encounter when emailing invoices in QBO. The Community is only a few clicks away to assist you further. Take care, jbrackman.

Quickbooks....please rectify this very simple and important problem!!!

Hi there, jamarra2.

Can you tell us more details about your concern? Are you getting an error or not able to use the CC/BCC function when emailing your invoices? We just want to make sure that we are giving you the right information to sort this out. 

Please reply back to us to share more details. We look forward to it. 

I found a solution to this problem. In the customer set-up e-mail line, I added two e-mail addresses with a comma and space separating them and it was received by both recipients.

I see QBO added CC and BCC fields to the customer setup. Awesome. However, those don't come over into invoices. Why not???? It seems QBO got it half right this time. At least we can enter additional emails. However, they don't go anywhere or do anything. I might as well keep using Notes for additional emails. At least I can see them now. Why in the world would you add these CC and BCC fields to customer setup but then not utilize them as defaults for invoices or other forms? Is that still in the works, just not yet finished?