Hi, todluv.
Joining the thread to help with your question about sending invoices.
To get this sorted out, we may need to ensure that before sending the invoice the from address field is not switched back to the QuickBooks email address.
There's other way that we can send invoices to our customers. If we have a Gmail or G-suite email account, you can use the Send with Gmail feature to send invoices from your own address.
Once we connect QuickBooks to your Google account, we can send customers invoices from your Gmail address. This way we can manage your emails with customers all in one place. Let me show you how.
- Create an invoice or open an existing one.
- Once you fill out the necessary fields, select Save and send to open the preview window.
- Above the customer’s email, select the from ▼ dropdown.
- Select Add Gmail address, then Connect Google account.
- Enter your Gmail address in the sign-in window, then select Next. Note: If your computer remembers your Gmail, select the email you want to use. Then Allow and you're good to go.
If the same thing happens, aside from clearing the cache and signing into your account using a private window, let's try other supported, up-to-date browsers. This helps us to roll out the possibility of a browser-related issue.
Furthermore, read the following articles to learn how to personalize sales forms, record invoice partial payment, check customer remaining balance, and other related topics:
Please feel free to get in touch with me here for any additional questions about managing your invoices in QBO. I'm always here on your back. Thanks for popping in here in the Community and stay safe.
