Invoices: copy other people on the email
Copy other people when you send an invoice, receipt or quote. A Cc row filled from the customer’s saved copies, a Bcc link, and changes kept to that one email.
By Christopher DosinFounder / CTO
1 min read
Contents
When you send an invoice, a receipt or a quote, there is now a Cc row under To, and an Add Bcc link that opens a Bcc row.
- Cc starts with the customer’s saved copies. A change is for this email only and never changes the customer.
- A quote to a lead starts with no copies.
- Mistakes are caught before sending. An address already in another row is refused, a mistake stays as a red chip, and Send waits, saying why, until the addresses are fixed.
- The preview shows the Cc line, never the Bcc.
Read more about invoices in Cybooks.