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mfitz1
Level 1

When I create a new invoice, how do I enter the email address so that it doesn't update and use that same email across all invoices under that account name?

 
1 Comment 1
ReymondO
QuickBooks Team

When I create a new invoice, how do I enter the email address so that it doesn't update and use that same email across all invoices under that account name?

I can help you add an email address to your company file in QuickBooks, @mfitz1.

 

In QuickBooks Desktop Enterprise, you have the option to choose a company email address when sending an invoice to your customers. Let's add a new company email by following these steps below:

 

  1. Go to the Edit menu and select Preferences.
  2. Click Send Forms.
  3. Under the My Preferences section, click Add.
  4. Enter your email address and choose the email provider.
  5. If you're using a different email provider, you click Others in the Email Provider drop-down. Then, input the Server Name in the description. You can check Internet Service Provider (ISP) as your preferences.

  6. Click Ok.

email invoice.PNG2.PNG

Once done, you can now create an invoice and select the email address you want to use as a company email when sending an invoice. Here's how:

 

  1. Click the Email icon then Invoice.
  2. Select the From drop-down arrow and choose the email address.
  3. Click Send.

email invoice.PNG1.PNG

You'll also want to check if the invoice was sent to your customer by following these steps below:

 

  1. Go to the Customer Center and click the name of the customer.
  2. Proceed to the Sent Email tab in the left-hand corner.

You can always tag me in the comment section if you need further help in sending your invoice. I'll always have your back.

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