Receive a copy of estimates and invoices
Is there a way that I can receive a copy of estimates and invoices when sent out to clients? I'm hearing from multiple clients that they never received my estimates/invoices but then they find it in their spam folder. It would be much easier if I also received a copy so I can forward it if needed.
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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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But what about estimates? I don’t see that option when creating an estimate.
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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!
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