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accounting533
October 1, 2021
Question

I have a customer who wants his invoices sent to more than one email address. how can I add a "cc" email to an customer?

  • October 1, 2021
  • 12 replies
  • 150 views
No text available

12 replies

Mark_RModerator
Moderator
October 1, 2021

Adding multiple email addresses to an invoice is easy peasy, @accounting533.

 

You can utilize the Cc/Bcc field on the Invoice page to enter multiple email addresses and separate them with a comma. Here's how:

 

  1. Click the + New button, then select Invoice.
  2. On the Invoice page, select the Cc/Bcc link. 
  3. Enter the email addresses on the Cc field. Make sure to add a comma after each email address to separate them.
  4. Click Done.
  5. Fill out the necessary information for the invoice.
  6. Select Save and send.

 

Once your customer paid their invoices, you can read through this article to learn how to record them: Record invoice payments in QuickBooks Online.

 

Should you need any assistance managing invoices, I'm available here to help any time!

accounting533Author
October 1, 2021

Thank you - I did see that option. 

But what  I want to do is STORE and access multiple email addresses within the customer contact area. That way I have the email addresses at the ready and am not required to enter them in the cc and bcc fields every time I send an invoice. I was able to do this in desktop.  Any ideas?

 

 

    Ethel_AQuickBooks Team
    QuickBooks Team
    October 1, 2021

    Hello, @accounting533.

     

    Thank you for clarifying your main concern about adding multiple customer's email addresses to use in the CC or BCC field.

     

    I understand that you can use this feature in QuickBooks Desktop. However, there are features available in QuickBooks Desktop but not in QuickBooks Online. One of these is adding multiple emails to use in CC or BCC field.

     

    Our Product Development team is always finding ways to improve our service. You can check our QuickBooks Blog to keep updated on the new feature releases.

     

    I'm always here to help you if you need additional assistance with using multiple email addresses.

    Mowco
    December 19, 2023

    I found a solution to this problem. In the customer set-up e-mail line, I added two e-mail addresses with a comma and space separating them and it was received by both recipients.

      rsa99
      April 22, 2025

      When integrating with 3rd party systems (such as condo management systems) it's only allowed to have one email on the TO line. There is no logical reason why QuickBooks Online does not include the emails on the CC line on any invoice/statement generated. There shouldn't be the need to copy/paste on a one-by-one basis. What's the point of the CC field otherwise? 

        JOECO
        December 6, 2024

        I see QBO added CC and BCC fields to the customer setup. Awesome. However, those don't come over into invoices. Why not???? It seems QBO got it half right this time. At least we can enter additional emails. However, they don't go anywhere or do anything. I might as well keep using Notes for additional emails. At least I can see them now. Why in the world would you add these CC and BCC fields to customer setup but then not utilize them as defaults for invoices or other forms? Is that still in the works, just not yet finished?

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