Hi
How can we add more than 1 email for sending invoices to the client, at the moment there is only one text box to add customer email and we cannot add more with a comma.
Please advise
Hi @Dee09,
Let me double check this for you, but I believe that you can use contacts and add them to the invoice so you can send additional invoices to the client.
Thank you and speak soon.
Lucas
Morning @Dee09
Can you confirm if that's specific to a customer? If so, you can add those in their records. Please check the attached screenshot -
If you have to add BCC email, you can also manage that in the settings as mentioned in the screenshot.
I hope this helps. Please let us know for any concerns. Thank you!
Regards
Tanvi
Hi Dee,
Please go into the contacts centre and select contacts, create a new contact and add details for the client and ensure that the correct organization is selected for them in settings:
Once that has been completed, click email invoice and you should see an additional contact being displayed there:
Please let me know how you go and if you require any assistance at all!
Hi Tanvi,
i don't know how your reckon looks better than mine :), mine does not have the option
to add additional email ids, Pl check the screen shot
Hi @Dee09
Thank you for sharing the screenshot.
If you click on the Drop-down for Add electronic address, you will get an option to add any additional information.
Please check and confirm, if you are able to do that. Thank you!
Thats very smart :) well done Tanvi. I will add them going forward
Sorry Tanvi, there is no email address option there
You don't have any option to add other email address as displayed in the screenshot?
I am sending you DM, for some additional information. Please reply to me and I will be happy to take a look for you. Thank you!
Got it, my bad, Thank you
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