Who Receives a Copy of Invoice and Quote Emails?

Modified on Fri, 23 Sep 2022 at 02:56 PM

When emailing an invoice or quote, you can email a copy to several email addresses.


Note: Only the main contact First Name and Last Name will appear on all Quotes and Invoices (above the main client address).



Who Receives a Copy of Invoice and Quote Emails?

Navigation: Clients > Client Information


The options for sending a copy of the Invoice or Quote include:
  • Main Contact Email Address: Will receive a copy, if an email is included for the main client contact (on the Client Data tab in the client record).
  • Spouse / Alternative Contact Email Address: Will receive a copy, if an email is included and "CC emails to this address" is toggled ON.
  • Emergency Contact 1 Email Address: Will receive a copy, if an email is included and "CC emails to this address" is toggled ON.
  • Administrator's Email Address: Will receive a copy, if an email is included "Company Information" settings and if "Do Not CC Invoices to Company" in "Invoice Options" is toggled OFF.

Client emails who receive invoice copies in dog daycare software


Tip: To turn stop receiving a CC of invoices and quotes to the Company email, see Can I Stop Receiving CC Copies of Invoices and Quotes?

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