Add extra email recipients per customer

You can now add extra email recipients to a customer, so others like an accountant or a second contact person automatically receive the same emails as the customer.

How it works

• Open a customer and add up to 5 extra recipients in the customer form.
• For each recipient, choose exactly which email types they should receive (new invoice, payment reminder, subscription confirmation, and more).
• Extra recipients follow your team’s customer email settings. If you’ve disabled an email type at the team level, neither the customer nor the extra recipients will receive it.

What extra recipients do not receive

Extra recipients never receive the portal login link. That email always goes to the customer only, so no one but the customer can access the customer portal.

If an extra recipient has the same email address as the customer, the recipient is skipped so you don’t get duplicate emails.

How to get started

Go to a customer and scroll to Extra recipients, then add the email address and pick which notifications they should receive.