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!