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February 9, 2024
Question

How do i add an extra email account to my customers?I.e. email invoice to individual and the accounts dept at the same time

  • February 9, 2024
  • 1 reply
  • 3 views
No text available

1 reply

Level 14
February 9, 2024

Hello Kathyr1970, 

 

Welcome to the Community page, 

 

Here are the steps below to enter in two different email addresses for a customer. 

 

1. click on sales 

2. click on customers 

3. click on the customer want to add email to

4. click on edit top right 

5. in the email box if you put a comma (,) at the end of the email address then a space, then enter in the other email address in

6. click on save

 

Then to check it does both if you follow these steps 

 

1. go to plus new

2. select invoice

3. select the customer 

4. it should then auto-populate the two email address 

5. can finished entering details on the invoice in need to 

6. save and send