I have a couple of clients that have just migrated from QB Desktop to QBO. They both have an issue with sent e-mails.
Wanting to streamline things, they are willing to use the on-line mailing system, but neither like the fact that they cannot view the sent e-mails anywhere.
Saving as PDFs and e-mailing manually is a solution, but the saving of PDFs is slow and this does not add a "SENT" notification to the transaction (list of invoices and quotes etc.).
Let's go to your settings and set up your invoice copy.
You can set up your BCC field so you'll get a copy every time you send an invoice.
Here are the steps:
Please let me know how it goes by leaving a comment below and I'll surely get back to you.
Hello there, jamie3girls,
Being able to save the Carbon Copy email address would be great. I'll be sure to send this feedback to our product developers. I can see how this can be helpful when you're on-the-go.
Here's an article on memorised reports in QuickBooks Online: Memorise reports.
If you have other suggestions or feedback, you can leave a reply here. I'll note and send them to our developers.
I think there should simply be a place in QBO to view emails and any communication that has gone back and forth between you and the client.
We shouldn't have to cc ourselves, it should be automatically retained within QBO.
Hello there, lisacslater.
The option to view the communincation status in QuickBooks Online is seen the Invoices page. Go to the Sales menu and click Invoices. The option to see if what email that have gone back and forth is unavailable.
You can review the status from there and see if it was Undelivered or Not sent so you can resend the Invoice again. If there were changes made to the transaction after it was first email, you can use the Audit Log report to check the original details.
My colleague already sent a feedback about your suggestion and I've notified our engineers again.
I'll be here if you need more help!
The issue here isn't to see the Invoice, as that is easy, the issue is to see the message sent to the customer in the email page. Once you change the standard, built in message sent to the customer - the one they read first, before they click on the invoice, QBO does not keep that message stored, so when you create a new invoice for the same customer and are in the 'send email' form, the Body of the email does not retain your changes, it reverts back to the standard QBO email body text without the changes from the last sent invoice.
Since you can't pull up or see what QBO sent the customer (if you missed clicking on the bcc box, which has to be checked and entered every single time or before you learn about this), you have to re-type the wording from memory, (if you didn't already get burned by this and have every single change for each client in a word doc).
You can't be sure what the client actually sees in their email from you, if you miss the bcc. How is that an Audit trail and usable for client disputes?
Why can't we just see what the customer received, instead of looking through our inboxes for an email bcc'd to us from our QBO. What if this is one of hundreds of invoices? Why are we suppose to search through our history of emails to find the one bcc we need? This doesn't make sense and goes against all the Audit tracking functionality.