How to send an invoice to multiple emails
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How to send an invoice to multiple emails
Sometimes your customer uses more than one contact email and needs you to send the invoice to more than one email address.
This is how you can send an invoice to more than one email address
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Where do we add additional email addresses to existing customer profiles? I don't see anywhere to do that.
Look for "Add Contact" when you are editing a Customer (Sales/Customers). Thank you Wave - Been waiting for this!
I also can't see option to add extra addresses...
Hi @lukx !
To clarify, are you unable to see this option when sending an invoice, or when adding the information to the customer profile? A screenshot of what you do see, and any error messages would be helpful here!
In addition, if you're attempting to add additional physical addresses, this isn't currently possible besides the 2 current Billing and Shipping address options.
Hey Kiah,
I have option to add extra email addresses when sending invoice but no such option to set those every time in edit customer information window.
Hey @lukx !
We recently launched a new update that allows you to add multiple email addresses to a customer's profile in Wave. You can do this by heading over to Sales/Purchases > Customers > click the customer profile in question > Add a new contact. Then, when you send and invoice or receipt and press the "Add recipients" button, the new emails will be displayed for you to select so you don't have to manually enter them. I hope this helps!
there is only one email when I edit customer
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I'm with @lukx on this. I have no such option to add a secondary contact.
There's only an option to have 1 email in the contact field. I see the same screen as @lukx could this be a glitch?
Instead of sending invoices to more than one customer contact can I send an estimate/quote to a different contact than the invoices????