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Is there a way to auto CC specific people for each different customer when creating a invoice for them?
Hello there, @tom175. Welcome to QuickBooks Community!
I would like to make sure we're on the same page.
Are you referring to a credit card? If yes, we're unable to auto CC particular people for each different customer when creating an invoice. At this time, you can check for a third-party app that helps you invoice customers and pays you using a credit card.
Integrated applications are available to download through the QuickBooks App Store. You can also try searching for the app within your QuickBooks Online account. Here's how:
On the other hand, if you're referring to a carbon copy, you'll only have to click the Cc/Bc link in the invoice. Please take a look at the sample screenshot:
I've collected some articles where you can get additional details about handling and managing invoices.
Keep in touch with me here should you have any additional questions or concerns. Take care always!
yes, I understand how to do it manually.
For certain customers i have to send invoices via quickbooks to multiple email address' every time (contracts manager, accounts etc). Is there a way to auto fill CC (carbon copy) for certain customers?
I'd be pleased to share some information regarding auto-filling the CC field when sending invoices in QuickBooks Online, tom175.
The option to auto-fill the CC field for certain customers is currently unavailable in QuickBooks Online. I'd suggest entering the emails addresses manually as a way around.
You can always visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on.
Additionally, you can visit the following write-up: Sales and customers. This will provide you links on how to manage your company income as well as resources about other customer-related concerns.
I'm only a post away if I can be of additional assistance or need more help with QuickBooks. I'm always here to keep helping. Wishing you a wonderful rest of the week.
I would like to see this feature as I CC also and make errors every time when I have to type in the CC or the BC into emails.
Thanks for joining this thread. We understand how beneficial automating the Cc/Bcc field is in your sales transactions. Let me help you with how to auto-populate this field.
Before anything else, we must note that this will apply to all your sales forms whenever you create one. Here's how to auto-populate the field:
After that, create a sample invoice and click the Cc/Bcc field to view the emails we entered.
We'll also share these articles to help you manage your sales forms:
We recognise your presence here. If you have additional questions, never hesitate to reply to this answer. I'll be willing to assist you. Take care always.
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