I appreciate you for following my colleague's guidance, Nelson. I understand you're experiencing an issue with an old email address still being included in the automatic CC field on your invoice template, even though it doesn't appear in your Accounts and settings. It's crucial to resolve this to prevent future miscommunications with your customers. Let's work together to resolve this so your invoices are sent correctly.
It seems you may be using a recurring invoice template that still includes an old email address despite no CC entered in Accounts and settings. If this is the case, follow these steps to remove the old email:
- Go to the Gear icon. Then, Recurring transactions.
- Select Edit under the Action column.
- Click on CC/Bcc, and remove the associated emails.
- Review other information, then click on Save template.
On the other hand, if this issue occurs every time you create a new invoice and select a customer, it can be that the changes made in the Accounts and settings weren't applied due to a temporary browser problem. If you haven't yet, access your QBO account through your browser's incognito mode. Here are some shortcut keys:
- Google Chrome: Ctrl + Shift + N
- Microsoft Edge: Ctrl + Shift + N
- Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
Once completed, follow the steps provided by MorganB and ensure that no CC email address is included. If this works, proceed to clear your browser's cache.
When this is resolved and you need to record invoice payments in QuickBooks Online, I'm adding this article as a guide: Record invoice payments in QuickBooks Online.
Itβs essential to address these details to maintain clear and accurate communication with your clients, Nelson. If you have updates about this or have additional questions, feel free to click on the Reply button. We're committed to offering ongoing support.
