I want to CC additional people on an Invoice I’m sending to a Recipient — can I do that?
Yes! You can CC additional people to a new Invoice by selecting the CC on Invoice
Add On during the Invoice creation process. In the CC on Invoice
field, simply add the email addresses for any additional recipients.
The recipient on the To
field will still be the primary Recipient, ultimately responsible, but this way other members of your team or the Recipient’s team will be notified of the Invoice!
Next →