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Payments
I'd like to provide some clarifications regarding adding CC email on your sales forms, @skipbales.
The default BCC/CC email that you set up in the Send Forms preference will apply to all the sales forms that you'll send in QuickBooks Desktop.
However, the system allows you to edit manually the CC email section when sending your sales forms to customers. All you have to do is to select the Sales Order that you made and enter the email that needs to receive the copy of the form.
To do that:
- Click on File at the top.
- Press on Send forms.
- Select the sales order that you want to send.
- Enter the email.
- Hit on Send Now.
Please see the screenshot attached for your reference:
I can see that being able to have the default cc list be applied per sales forms would be a great help for your business.
Know that we're always finding ways to improve the product and cope with your business's needs. I encourage you to visit our Firm of the Future site to be updated with our product road-maps.
Reach out to me whatever questions you may have about QuickBooks. I’m more than happy to assist further. Have a good one.