How to send estimates and invoices to more than one email address

In this article, you'll learn how to send one estimate or invoice to several people at once. It's handy when a spouse, a property manager or someone's bookkeeper needs a copy too.

Here's how it works: the To field takes one email address, the customer's. Everyone else goes in the Cc field, separated by commas. On an invoice you can also text extra phone numbers.

Send an estimate to more than one email address

To open the send screen for an estimate:

  1. Open the estimate you want to send.
  2. Click Send at the top right. If it's already gone out once, the button says Send Again.
Copying extra people on an estimate

To add the extra email addresses:

  1. In the Send estimate panel, stay on the Via email tab.
  2. Check the To field. It's filled in with the customer's email, and you can change it.
  3. In the Cc field, type the other email addresses, separated by commas.
  4. Check the Subject and the message.
  5. Click Send email.

The Send email button stays greyed out until the To field holds a full email address.

Note: There's no limit on Cc addresses for an estimate, but anything in the Cc field that isn't a complete email address is quietly left off. Give the addresses a second look before you send.
Note: Once an estimate has been turned into a job, the Send button no longer shows on it.

Send an invoice to more than one email address

To open the send screen for an invoice:

  1. Open the invoice you want to send.
  2. Click Send invoice. If it's already gone out once, the button says Send invoice again.
Copying extra people on an invoice

To add the extra email addresses:

  1. Stay on the Via email tab.
  2. Check the To field. It holds one email address only, so keep the customer's address there.
  3. In the Cc field, type up to 5 more email addresses, separated by commas.
  4. Check the Subject, the message and the Let client pay with: box.
  5. Click Send email.

If something's off, the invoice won't go out and you'll see why under the form:

  • Up to 5 Cc addresses. means you've added more than five. Take some out.
  • Not an email address: … names the entry that isn't a full email address. Fix it and send again.
Tip: The Send invoice button is greyed out once the invoice is paid in full, since there's nothing left to collect.

Text an invoice to more than one phone number

Invoices can go to extra phone numbers too.

  1. On the send screen, click the Via SMS tab.
  2. Check Send to (phone number). It's filled in with the customer's number.
  3. In Also text, type up to 5 more phone numbers, separated by commas.
  4. Click Send text.

You'll see Up to 5 extra numbers. if you add more than five, or Not a phone number: … if one of them is too short to be a full number.

Note: Estimates can only be texted to one number. The estimate's Via SMS tab has a single Phone field and no way to add more.
Warning: Switching between Via email and Via SMS clears whatever you typed in the Cc or Also text box. Pick your tab first, then add the extra people.

On the phone app

The phone app's send screens have the same fields. An estimate gets To and Cc on Via email and a single Phone field on Via SMS. An invoice gets To and Cc (up to 5) on Via email and Also text (up to 5) on Via SMS. On the phone app's invoice screen, the button just says Send.

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