Once I click edit there is no email option. It only shows the invoice itself and options for scheduling it. It uses the email associated with that customer but again no option to add another email anywhere. I wonder if I can add a second email separated by comma under the customer itself?
I appreciate you for performing the steps shared by my colleague,
gpernudi. I'm here to ensure you can add additional emails to get copied on the recurring invoice template.
The instruction shared by my colleague is only applicable to the same template and can't be copied if you want to create a new one.
To add a new email address that'll show in all your recurring invoice templates, we can enter it under the Customer profile. I'll show you how:
Go to the Sales menu and then select Customers.
Choose the name of the customer.
Click Edit.
On the Email field, put a comma next to the first email and then enter the second one.
Once done, hit Save.
Please know I'm here to provide you with continuous assistance and support throughout this process. Don't hesitate to reach out if you need further help with the steps. I'm committed to helping you.
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