Copy someone on every invoice

Many clients want invoices to reach their accounts payable team as well as the person you work with. Cutvey can copy them on one invoice, or on everything you send that client.

Copy one invoice

In the invoice's Sending panel, add addresses to CC (optional). Press Enter after each one. You can copy up to five people.

Copy everything for a client

1. Open the client's page.
2. Fill in Billing CC email (optional) with one address, for example their accounts payable inbox.
3. Save.

From then on, every invoice, reminder and receipt for that client is also copied there. The invoice's Sending panel shows the address as Always copied for this client, so you can see it before you send. To change it, edit the client's page.

What gets copied

The copies follow the invoice wherever its mail goes:

• the invoice itself, and any re-send
• reminders before and after the due date
• the receipt when it is paid
• a refund receipt

Re-sending to fewer people

When you re-send an invoice you can take people off the list, but not add new ones there. To reach someone new, add them to the client's billing CC or to a new invoice.