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BLACK FRIDAY SALE 70% OFF QuickBooks for 3 months* Ends 11/30
Buy nowI've got your back, @tim-swett. I'll make sure you can add an email address using carbon copy in QuickBooks Online (QBO).
You can enter a default email address to avoid entering it each time you create a sales form. Here's how:
When you create an invoice or other sales forms, you can still edit the email you've added.
For more information about emailing a sales form or report to multiple email addresses, please refer to this article: Email a sales form or report to multiple email addresses.
You can also personalize the appearance by adding specific info to your sales forms. Check out this article for more information: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I'm including this article that shows you how to group multiple payments into a single record, track a partial payment, and so on: Record invoice payments in QuickBooks Online.
I'd like to know how you get on after performing these steps, as I want to ensure this is taken care of. Feel free to message me again. Have a great day!