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QuickBooks has a feature that allows you to get a copy of the invoice you send to your customer, nicole139. I'll guide you through the process so you can review the message written on it in the future.
The option to directly review the invoice message you sent to your customer is currently unavailable. Moving forward, you can add your email information to the Cc/Bcc field to have a document of the said transaction, or you can configure your Account and settings to automatically send a copy for you.
Here’s how:
- Click the gear icon in the upper-right corner of the page.
- Go to Account and Settings.
- Select the Sales tab.
- Navigate and click to Messages.
- Check the Email me a copy.
- Hit Save.
- Click Done.
After completing these steps, you will be able to receive a copy of sent invoices in your email after you send them to your customer.
Please note that if you send an invoice to a customer using QuickBooks Online and then change the message of the invoice and send it again, the customer will receive two separate emails, each with the respective version of the invoice attached. So, it's recommended to carefully review the invoice before sending it.
Additionally, you can also check the Customise invoices, quotes, and sales receipts in QuickBooks Online to make them more personalized and add specific info to your sales form.
Moreover, allow me to suggest this article, as it may provide valuable insight for your future plans.
We are always here to help you with comprehensive oversight of your invoice tracking, ensuring both accuracy and timeliness in your financial transactions. If you have any further questions, please feel free to reach out. We will respond promptly.
