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.
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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