BCC email when sending invoice?

  • Resolved John

    (@dsl225)


    5 years, 9 months ago

    is there a way to add a CC/BCC field for an additional recipient when sending invoices?

Viewing 9 replies - 1 through 9 (of 9 total)
  • Plugin Contributor MariaKravchenko

    (@mariakravchenko)

    Hello.

    Yes, you need to use our another free plugin wp-crm and customize their Notifications tab.

    P.S Use CC only.

    Regards.

    Thread Starter John

    (@dsl225)

    Thanks, but wp-crm take control of wp-invoice email templates?

    Plugin Contributor MariaKravchenko

    (@mariakravchenko)

    Yes, using wp-crm you can customize them. Just check – https://www.screencast.com/t/82X3uBNPKpSe

    Regards.

    Thread Starter John

    (@dsl225)

    Great, many thanks, will check this out.

    Thread Starter John

    (@dsl225)

    Hello,

    I installed WP-CRM but can’t find any notifications under Settings related to sending invoices.

    In some cases, I need to send invoices/reminders to 2 different people for same items. Is there a way to have a second email main recipient or in CC?

    Thanks.

    Plugin Contributor MariaKravchenko

    (@mariakravchenko)

    Mark an option in WP-Invoice Settings/Business process tab, which is telling ‘Use CRM to send notifications’

    Thread Starter John

    (@dsl225)

    I just did this but under WP CRM / settings / notifications I can’t find the templates for new invoices, only notifications for paid invoices.

    Plugin Contributor MariaKravchenko

    (@mariakravchenko)

    Oh yes, right now, unfortunately, we have the option to customize cc only for paid templates.

    Sorry for the misunderstanding.

    Thread Starter John

    (@dsl225)

    No problem, thanks.

Viewing 9 replies - 1 through 9 (of 9 total)
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