Multiple to: addressess when emailing invoices
Hi
It is normal practice for me to send my invoices by email to the relevant authorised PO raiser and also copy it to the relevant accounts department, although in the invoice it lets you add multiple To: by using commas, however, I cannot add more than one email address in the client contact details. I understand from previous threads that this is a protected field in order to potentially allow clinet logins in the future. But surely, it is not uncommon to send and invoice to the requester and cc it to the relevant accounts department also? Help. Do I have to MEMORISE the relevant accounts department contact email for each of my clients?
Please No!
It is normal practice for me to send my invoices by email to the relevant authorised PO raiser and also copy it to the relevant accounts department, although in the invoice it lets you add multiple To: by using commas, however, I cannot add more than one email address in the client contact details. I understand from previous threads that this is a protected field in order to potentially allow clinet logins in the future. But surely, it is not uncommon to send and invoice to the requester and cc it to the relevant accounts department also? Help. Do I have to MEMORISE the relevant accounts department contact email for each of my clients?
Please No!
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Inappropriate?Hi Emz
Firstly, sorry for the slow reply.
You're right -- at the moment we only have a single email field on each contact.
We're always looking for areas to improve in FreeAgent and it sounds like the invoice emailing form is one area we should re-evaluate. Maybe we need something like a pop-up list of all your contact email addresses?
In the mean time, a workaround for you would be to add another contact with the second email address, them the autocomplete functionality in the TO: field should help you fill this in.
1 person says
this answers the question
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Hi Olly
No worries, yeah it would be a great upgrade to be able to do as you suggested. In the meantime, your workaround is fine, thanks -
Inappropriate?This would be useful add my vote. I always need to cc more than one person into my invoices, usually the person you are working for and their accounts department.
I’m happy
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In the next release we have a Billing email on each contact as well. -
Inappropriate?That sounds perfect Roan, how far away is the next release?
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