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 a bookkeeper needs a copy too.

The short version: the To field holds one email address, normally the customer's. Everyone else goes in the Cc field, separated by commas. Invoices can also be texted to extra phone numbers.

Note: The extra people are added on the document's own send screen. The Send invoice and Send reminder buttons on the Estimates and Invoices list pages send straight to the customer with no form, so there's no Cc there.

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 of the page. 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: Anything in the estimate's Cc field that isn't a complete email address is quietly left off. Give the addresses a second look before you send.
Note: If the estimate asks for a deposit, the panel also shows Let client pay the deposit with: with a Credit card box. That's about how the customer pays, not who gets the email. If the customer has a phone number on file but no email, the panel opens on Via SMS instead.
Note: The Send button doesn't show on an estimate that's been turned into a job. It also disappears once an estimate is approved, if Lock approved estimates is switched on in Settings › Estimates.

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: On the web, 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.

Texting an invoice to extra numbers
  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.

Warning: On an invoice, 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.
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.
Note: On the free plan, texts go out from your own phone. The invoice opens in your Messages app addressed to the one number in Send to (phone number), so add any extra people there yourself. Email and the Cc field work the same as on a paid plan.

On the phone app

The phone app's send screens have the same fields. On an estimate, tap Send to client (or Send Again), then use To and Cc on Via email, or the single Phone field on Via SMS. On an invoice, tap Send invoice (or Send invoice again). You get To and Cc (up to 5) on Via email, and Also text (up to 5) on Via SMS. The button at the bottom of the app's invoice send screen just says Send.

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