How to bcc an Invoice Copy to your Company Email, when Invoice is sent to Clients

This tutorial will explain how to bcc a copy of the invoice you send to your customers via Connect2Field.. This allows for keeping track of all invoices sent out and a measure to double check invoice correctness..

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From your Dashboard, choose:
Options -> SMS & Email Management

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From within the drop down box, choose:
1) Email message from client when invoice is sent via email..
2) At the bottom, there is a check box to select if you would like to get a bcc of the invoice, select it..
3) Hit Save to save the settings..

Now from within the Job Card, whenever you choose to send an email, via Invoice->Email, then,
a copy of this invoice would be sent to the company email under Options->General Settings->Company Details..

Here if you would like your admin to receive the email, the Admin & Company email id's should match under company details

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How to bcc an Invoice Copy to your Company Email, when Invoice is sent to Clients

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