Add multiple email addresses to outgoing documents

Overview

By adding new email addresses when sending documents, like invoices or forms, you can increase operational efficiency.

Things to know

• You can add email addresses that aren’t associated with the customer or location record at the time you send the email.

• You can save newly added email addresses to the associated customer or location records, if applicable. 

• You can send a document to multiple email addresses at the same time.

Send to a new email address not associated with customer or location record

1. Go to the document you want to send. 

2. Click the Email icon.
   

3. In the email screen that opens, enter the new email address in the New email address field. 
   

4. After entering a new address, you can save the address to the associated customer or location records by selecting the options.
   

5. If you don’t want to save the email address in either the customer or location record of the invoice, keep these options unselected.

6. When finished, click Send.

Send documents to multiple email addresses

When sending documents, you can send the email to multiple email addresses at the same time. Any emails associated with the customer or location records display as checkbox options, and you can also add new email addresses when you send the email. 

1. Go to the document you want to send. 

2. Click the Email icon to send the invoice and see recipient options.
   

3. Select the appropriate recipients you want to send the email to. 

4. Click Send to send the email to multiple email addresses.  
   

Want to learn more?

• See Invoicing

• See Commercial

• See Contruction