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How can we improve Microsoft Invoicing?

Email invoice to multiple client addresses

Several of my clients require that I address the invoice to multiple email addresses (or to CC additional individuals) with each Invoice. Currently, I can only get the Invoice service to address the invoice to one external email address.

Please add the ability to add CC and BCC recipients for each contact in the same way that we can currently set CC and BCC recipients for within our own organization.

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Chase Raz shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

5 comments

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  • David Gillooly commented  ·   ·  Flag as inappropriate

    This is a common need for me also, especially when invoicing smaller businesses, but it happens to be needed with huge international firms with many divisions.

    For example I send my invoices to the invoicing department located in Asia and payments come from there too. My actual USA client, a specific program manager, wants to be notified and have a copy of the invoice also.

  • Anonymous commented  ·   ·  Flag as inappropriate

    This would be a wonderful thing to have since most customers have several email addresses.

  • Chase Casey commented  ·   ·  Flag as inappropriate

    Currently you can only setup an internal Cc and Bcc. We should have the option to send to at least two external addresses.

    My current workaround is when I send the invoice, I use the "internal" Cc to send to my external client. The down side isi must go back into my settings and remove it afterwards.

  • Chase Raz commented  ·   ·  Flag as inappropriate

    I should say that currently I'm having to send the invoice and then forward the copy that I receive in my own email inbox as a CC recipient within my organization. This is less than ideal as it requires a number of additional steps (access email, add recipients, forward, etc.) and it strips the formatting.

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