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finance17
Level 1

In th GoPayment app - we are sending receipts using via e-mail. Where are the e-mail addresses retained and is there a way to access these e-mails. Want a mailing list

 
5 Comments 5
Candice C
QuickBooks Team

In th GoPayment app - we are sending receipts using via e-mail. Where are the e-mail addresses retained and is there a way to access these e-mails. Want a mailing list

Hello, @finance17.

 

At this time, there isn't a mailing list available within the GoPayment app. However, the best way to access your customer emails is through your QuickBooks account. Using a browser will allow you to use the full functionality of QuickBooks to get the information you need. If you'd like a list of the customers with emails, below are instructions on how to get there.

  1. Open QuickBooks.
  2. Go to Reports.
  3. Search Contact List within the "Find report by name" search bar.
  4. You'll see your customers and their email addresses.

Check out this link to learn more about the GoPayments mobile app.

 

Remember, I'm only a comment away if you have additional questions. Take care!

revholt
Level 2

In th GoPayment app - we are sending receipts using via e-mail. Where are the e-mail addresses retained and is there a way to access these e-mails. Want a mailing list

This is not an answer to the question. When the new customer entered their email address into the GoPayments app, I assumed I would be able to retrieve the email address later. It is not in my Quickbooks customer contact list. Are those email addresses lost?

SarahannC
Moderator

In th GoPayment app - we are sending receipts using via e-mail. Where are the e-mail addresses retained and is there a way to access these e-mails. Want a mailing list

I'm here to provide further clarification, revholt.

 

Your customer email address will not be recorded in your book when you sent receipts using their email address into the GoPayments app. And yes, we cannot retrieve their email unless you have manually added them as a new customer with their email addresses in your book.

 

You may want to reach out to your customers to ask their email addresses. Then, you can follow these steps to input them into your book.

 

  1. Go to Sales and select the Customers tab.
  2. Tap the New Customer button at the upper-right corner.
  3. Enter the necessary information of your customers and enter their email address in the Email field.
  4. Then, click Save.

email.PNG

 

Once done, you can run the Customer Contact list report to generate all the email address of your customer as suggested by my colleague above. You'll want to make the report more personalize by checking this article

 

Please know that I am right here together with my colleague to guide you more with QuickBooks. Take care!

revholt
Level 2

In th GoPayment app - we are sending receipts using via e-mail. Where are the e-mail addresses retained and is there a way to access these e-mails. Want a mailing list

Thank you for the reply. I cannot reach out to the customers to ask for their emails, because alas, I do not have their emails. They were in-person sales at a conference, and I assumed their emails were captured when they inputted them. I'll know for next time that I need to get their information separately, but it's a shame in the case of last weekend's customers - they are lost to me. That should really be made clear to GoPayments users ahead of time.

kandjdesigngroup
Level 1

In th GoPayment app - we are sending receipts using via e-mail. Where are the e-mail addresses retained and is there a way to access these e-mails. Want a mailing list

Gopayments used to add the customer's email address in the cc field when you copy yourself on the email receipt.  That stopped sometime in 2019.  What I do now is go through each transaction on the Gopayment app on my phone and manually type their email address out on an excel spreadsheet.  It's a total time suck, but at least they're not completely lost.  

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