HERWE
Level 1
‎February 12, 2024 07:40 AM

Sending order confirmations and invoices to different email addresses within the same company - automatically

I have QB online and in the process of sending order confirmations and then invoices - they sometimes go to separate email addresses within the same company. Is there a way to automatically set it up when an order confirmation is sent - it goes to one email address and when an invoice is sent it goes to a different email address within the same company?  (while I can add an email address separated with a comma - I don't want all forms to go to both email addresses all the time - and manually selecting which one to use is still open to error)

 

Right now, I am having to toggle back and forth between different screens to read notes every time I need to send an invoice - it is time consuming and open to mistakes. . 

Help!

THANK YOU!

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VoltF
QuickBooks Team
QuickBooks Team
‎February 12, 2024 11:16 AM

Other questions

I understand how this concern has affected your business tasks, HERWE.

 

The feature to automatically send order confirmations and invoices to specific email addresses is currently unavailable.

 

I know how important these features are for your business, and I want to assure you that our Product Engineers are working hard to develop more features that'll help our customers like you.

 

I'd like to encourage you to share your thoughts and suggestions with us through our feedback channel. Our team would love to hear from you and consider your ideas for future software updates.

 

Here's how to send feedback:

 

  1. Gear icon, select Feedback under PROFILE.
  2. Enter your comments and product suggestions.
  3. Click Next to submit.

 

You can also check out this page to get updates to newly added features in QuickBooks: Firm of the Future.

 

Please feel free to ask me any questions or clarifications about QuickBooks Online. I'll be here checking your post 24/7. Have a nice day!

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