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gpernudi
Mar 31, 2024 3:57 PM UTC
Question

Anyone know how to add additional emails to get copied on recurring invoice template?

Original commenter did not share additional details

5 replies

JoanaC
Mar 31, 2024 5:12 PM UTC

Hi there, @gpernudi. Let me assist you in adding email to your recurring invoices. 

 

Yes, we can add a new email to the invoices to receive a copy in our email.

 

Let me show you how: 

  1. Go to Transaction, and select Recurring invoices.
  2. Click Edit. 
  3. Under Email, click the CC/BCC or add an email using a comma (,) on the box.

 

Moreover, I'd like to share these articles that can help you manage your recurring invoices:

 

Feel free to reply on the thread or create a new post if you still have further questions about your recurring invoice. Have a great day!

gpernudiAuthor
Mar 31, 2024 5:27 PM UTC

Once I click edit there is no email option.  It only shows the invoice itself and options for scheduling it.  It uses the email associated with that customer but again no option to add another email anywhere. I wonder if I can add a second email separated by comma under the customer itself?

CharleneMaeF
Mar 31, 2024 7:46 PM UTC

I appreciate you for performing the steps shared by my colleague, 

gpernudi. I'm here to ensure you can add additional emails to get copied on the recurring invoice template.

 

The instruction shared by my colleague is only applicable to the same template and can't be copied if you want to create a new one. 

 

To add a new email address that'll show in all your recurring invoice templates, we can enter it under the Customer profile. I'll show you how:

 

  1. Go to the Sales menu and then select Customers.
  2. Choose the name of the customer.

  3. Click Edit.

  4. On the Email field, put a comma next to the first email and then enter the second one.
  5. Once done, hit Save.

 

Please know I'm here to provide you with continuous assistance and support throughout this process. Don't hesitate to reach out if you need further help with the steps. I'm committed to helping you.

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