Add Email CC and BCC on Invoices

When you send invoices to your customers, you can CC and BCC yourself on each invoice and receive a copy of your invoices for bookkeeping and personal reference.

You can CC or BCC yourself on all your generic email messages or you have the option to specify which documents you want to be copied on: invoices, estimates, purchase orders or credit memos.

iOS and Android 

  1. Tap on the Profile icon in the upper right corner of the home screen
  2. Under the Settings section, tap on Client communication 
  3. Tap on Custom email message
  4. Tap on Default email message 
  5. Enter your email address either in the CC or BCC field
  6. Tap on the green Back arrow to save your changes

Web

  1. Click on your Company name in the upper right corner
  2. Click on Account & settings
  3. Under the Settings section, click on Client communication
  4. Under the Email messages section, enter your email address either in the CC or BCC field
  5. Click on Save in the top right corner
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