Question

Catching invoice emails from Quickbooks

  • 30 June 2022
  • 1 reply
  • 16 views

Quickbooks sends out invoice payment reminders to company contact within Copper. Is there a way to have these emails save into the companies in Copper for quick reference?

 

-Andy 


1 reply

Userlevel 6
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Hi @Andel! Couple of questions for you:

  1. Are you cc’d/bcc’d on those reminder emails?
  2. Do you have our Chrome extension installed?

If it’s a yes on both of those, you could use our “Relate to” feature to add that email to a Company record. Here’s gif:

That pink Copper icon will appear at the top right of your emails as long as you are using Gmail and our Chrome extension.

Once you do that, the email will show up in the activity feed for that record.

 

Let me know if that addresses your need 🙂

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