Auto send invoice emails in QuickBooks

  • 23 January 2023
  • 1 reply

I cannot get the auto emails to send. My issue is similar to this customer, but the difference might be that he was using a new email.

I think the issue is that the email I am using is the existing email for the customer.  I don’t want to change the email. I just want to use the same one and have the invoice sent immediately. Can you make it so that the email field is not required in Step 4? Or is there someone who can do this custom?


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1 reply

Userlevel 7
Badge +11

Hi @owen.s!
Based on your screenshot it appears that the problem isn’t with the email address but rather the invoice itself. Instead of using Doc Number (which does seem like it would be the field to choose) try using this one:


Here’s a hint to help you know what to put for custom values. When you click the dropdown, take note of what’s in the lighter gray text:


That will help you find the one you need. It’s very often the ID field, as well.

Can you give that a shot to see if it works for you?