Multiple recipients for Invoicing
Answered
It would be ideal to be able to send Invoices to Multiple recipients at the same time. With my Plumbing business I do industrial work. There are multiple people that need to see the invoice. They also make sure that they see who I send the invoice to. Right now, by doing "copy Invoice" it's too much manual work and it increases the risk of my company making an error in not sending the invoice to all parties and making sure all parties see who it is being sent to.
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Official comment
Great question Moe! I'm happy to let you know that this is currently possible. When creating your invoice, click on the "Bill To" drop-down, and then click on "Add Recipients." This will allow you to enter multiple email addresses to send the invoice to. Within your Business Center account, the invoice will still be located on the client card of the initial contact for the invoice, but it will be emailed to any address entered in this field. They don't necessarily even have to be a contact in your Business Center to be included.
Click Here for our support article about sending an invoice to multiple recipients. Thank you!
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