I have a way to ensure your customer email will automatically display when creating invoices, Amy.
Let's check your customer details and ensure the email address is entered in their profile. This way, when creating an invoice for a specific customer, the system automatically displays the customer's email address.
Here's how:
Click the Sales and select Customers.
Select the customer name and click Edit.
In the Email box, make sure your customer's email is displayed.
If the Email box is empty, ensure we input the customer's email address and click Save.
However, If the issue persists after ensuring the email is entered in the customer's profile, I suggest opening your account using an incognito/private browser. This way, we can check if this relates to your browser problem. Sometimes, files stored in your browser cause unexpected behavior in QuickBooks Online.
Please know that I'm always here if you have other questions about your invoices, please comment below. We'll make sure that all your queries are taken care of. Have a great day!
I have already tried all of that. The invoices are sent over from our practice management software and for some reason the emails that are in the customers Quickbooks profile do not automatically go on the invoice, I have to manually put them in to send out the invoice. I have cleared the cache, tried it in an incognito screen. I have even done a screen share with someone from Quickbooks and they just said they didn't know.
Thank you for sharing all the steps you took to resolve the matter. I appreciate it! Since you are using a third party to integrate with QuickBooks, have you tried connecting with the app developers to see why there is an issue with how the invoices are coming into QuickBooks?
I will be looking out for an update! Talk to you soon.
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.