Method Community

When we create an invoice in Method, is there a way for our sales agent processing the order to receive a BCC email that the system will email to the customer?

Hi christian,

Yes you can do this by customizing the QuickBooks_Invoice screen, then editing the Send Email action within the Save & Email button. You'll want the look at the Email BCC field and have it use the value of the current users email address. *Hint: Value From Session.

- Ashur

Hey Christian,

I spoke too soon without testing. Your user should receive the email as well as long as the Email notification when saving? option is enabled on the bottom of the Invoice screen before clicking Save & Email. Still, you just learned a helpful bit of info which will come in handy when customizing 

- Ashur