Email send settings for sending invoices(cc,bcc) and auto processing including attachments

This article will show you how to send invoices by manually or auto-selecting email addresses for the invoices to be sent to. It will also show you how to send receipts to all emails added to the invoices in QuickBooks Online. 

For email settings for sending invoices please follow steps 1 through 5. 

For email settings for Auto Processing please scroll to the highlighted section titled "Auto Processing Email Settings".

Step 1: Log in to Benji Pays.

Step 2: Select "Settings" in the blue menu to the left of the screen. Next select "Company Settings".

Step 3: Scroll down to "Email Send Settings". Here you will see CC and BCC settings where you can add email addresses by typing them in or selecting email addresses already shown. Make sure to click "Save Email Send Settings" otherwise your settings will not be saved.

*Please Note: You can add new email addresses by typing them in and CC/BCC email addresses can be removed when sending email if necessary by clicking the "X" in front of  the email address.

Step 4: Click on "Invoices" and click on the mail envelope.

Step 5: You will now be able to see the CC and BCC email addresses when you send an invoice. You will notice it says (From Email Settings)next to the email address to show you where the email address is originating from.

Option 1: "Display emails from the invoice in your accounting system when emailing an invoice". You can pick and choose which email addresses (originating from your accounting system) that you want to send the invoice to each time you send an invoice. Click "Save Email Send Settings" to save your email settings.

You will notice it says (From Accounting System Invoice)next to the email address to show you where the email address is originating from.

Option 2: "Display and Select emails from the invoice in your accounting system when     emailing an invoice" ( This option 2 setting overrides option 1 setting). This option will display and also select the email addresses from the invoice in your accounting system so you can send the invoice to the same people every time without having to pick and choose email addresses to add to the invoice. Click "Save Email Send Settings" to save your email settings.

You will notice it selects the email addresses for you and says (From Accounting System Invoice)next to the email address to show you where the email address is originating from.

Auto Processing Email Settings:

Step 1: Toggle on "During Auto Processing" to send receipts to all emails added to the invoices in QuickBooks Online, this includes the "To", "CC" and "BCC" fields on the invoice. This setting requires that the "Enable sending receipt emails to your customers" in your Auto Processing settings to be enabled. Turning off "Enable sending receipt emails to your customers" will override each individual customer's settings to be on in Auto Processing Settings.

Step 2: To enable sending receipts see below.(If not already enabled). Click "Save Auto Processing Settings".