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CC emails for a client

Save extra addresses on a client — a billing inbox, an ops desk — so they're copied on every invoice automatically.
Help Center · Clients

Save CC addresses on the client

  1. Go to Clients and open the client.
  2. Under Additional Emails (CC), type an address and tap Add (or press Enter).
  3. Repeat for up to 10 addresses. Tap the X on an address to remove it.
  4. Tap Update Client.

They're "Copied on every invoice sent to this client". The client's main Email is the To address, so you don't need to add it again.

When you send

In the Send Invoice dialog, the CC field is filled in from the client — "Filled in from this client. Edit for this invoice only." Changing it there doesn't change the client.

No CCs saved? Type addresses into CC separated by commas. See Send an invoice by email.

Want a copy yourself? Tick BCC myself a copy when sending instead of adding your own address.

Still need help?

Signed in? Open Support from the menu to submit a ticket, or sign in to ask the help assistant. You can also email support@roxstarlab.com.