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Email templates: send copies and attach PDFs

Nov 14, 2024

This update was published over a year ago. Some of the information may be outdated.

Today, we released an update which allows you to send a copy of each invoice to your own (or your accountant's) email - similar to like it was in the old version 🙂

Here's how it works:

  1. Go to company settings
  2. Click on Emails
  3. Click on the New email template button, or next to an existing template, click on the 3 dots to open the menu, and then "Edit"
  4. Enter up to 3 email addresses to the "Send a copy to" field
  5. Check or uncheck the "Attach PDF" option
  6. Save the template

Now, the next time you send and invoice using this template, the Bcc field will automatically be filled with this email address 🎉.

Note: each email template has its own settings for the BCC (copy) field. When using multiple different email templates for sending invoices, make sure to add the email address to each of them.