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Receive a copy of estimates and invoices

Comments

3 comments

  • Product Success Team
    Thryv Moderator
    Thryv Employee
    Thryv Employee

    Great question Andy! This is possible. When sending an invoice, click on the Bill To drop-down, and you can enter additional email addresses to send a copy of the invoice to. Thanks and if you have any other questions, don't hesitate to leave another comment!

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  • Andy
    Budding Conversationalist
    Conversation Starter

    But what about estimates? I don’t see that option when creating an estimate.

    0
  • Product Success Team
    Thryv Moderator
    Thryv Employee
    Thryv Employee

    Thanks for clarifying and pointing this out! In order to make sure the intended approver gets the estimate this option isn't available on estimates. However, you are able to navigate back to the estimate and download to send it as an attachment in a separate email. What we can do is add a request to our feedback center for an enhancement for a self-CC option for estimates sent for this purpose. This lets our development team know you are interested in this feature and allows the opportunity for other Thryv users to vote for this request. If any other Thryv users would like to see this feature added, let us know in a comment and we will add you as well!

    0

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