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How to Set Default CC/BCC Recipients for Invoice Emails

Silviya Grigorova
Updated

You can automatically send a copy of every emailed invoice to an internal email address by configuring default CC or BCC recipients. Once set up, these email addresses will receive a copy of each invoice email sent from the Email Queue.

This is useful if you want internal teams to be notified whenever invoices are sent to customers.

Set Default CC or BCC Email Addresses for Invoices

Follow the steps below to add default CC or BCC email addresses:

  1. Go to Accounting > Billing.
  2. In the top-right corner of the screen, click View/Edit Queue.
  3. Once the Email Queue opens, click Tools.
  4. Select Enter CC/BCC Email(s).
  5. In the window that opens:
    • Enter the email address(es) you want to receive copies in the CC field or the BCC field.
  6. Click Save.

✅ Once saved, these email addresses will automatically be included on every invoice email sent from the Email Queue.

Send Invoices Using the Email Queue (Recommended)

To ensure the default CC/BCC settings are applied, invoices must be sent through the Email Queue.

  1. Go to Accounting > Billing.
  2. Right-click the invoice you want to send.
  3. From the menu, select Add to Email Queue.
  4. Open the Email Queue and send the invoice as usual.

✅ Any default CC or BCC email addresses you configured will automatically receive a copy of the emailed invoice.

Sending a One-Time CC or BCC Without Using the Email Queue

If you need to CC or BCC an email address for a single invoice only, you can do so when sending the invoice directly. This method does not use the default CC/BCC settings and will apply only to that individual email.

Follow these steps:

  1. Go to Accounting > Billing.
  2. Right-click the invoice you want to send.
  3. Select Email Invoice or Email Invoice.
  4. When the email window opens:
    • Click CC or BCC.
    • Enter the email address you want to include for this email only.
  5. Send the email.

📌 Important:
Email addresses added using this method are not saved and will not be included on future invoice emails. To automatically include CC or BCC recipients on all invoice emails, invoices must be sent through the Email Queue with default settings configured.

Important Notes

  • Default CC/BCC email addresses only apply to invoices sent from the Email Queue.
  • For one-off invoice emails sent directly, CC or BCC recipients must be added manually.
  • Multiple email addresses can be entered if needed.

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