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CC option when sending an invoice

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  • CC option when sending an invoice

    Hello, I have asked before, a couple years ago, and I am just checking if there has been an update or a change. When i send an invoice using the C&P invoice tab, I really need to be able to CC other staff members involved in the payment. Please confirm there is still no way to do this? Or even have a copy send to myself ...is that possible? So i can forward it to my team?
    Thank you! Sarah

  • #2
    Good day @[email protected]

    For now, we don't have an option for CC, we have only an internal alert at the policy but that is a one-time setup, once you saved the policy, you can't edit it.

    Click image for larger version

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    However, in version 10 we have an option of BCC. Hopefully, the release will be out in Q3.
    Regards,
    Click & Pledge Support Department

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    • #3
      Oh but this is great. I didn't know about the internal alert! thank you thank you so glad i asked again.
      looking forward to a BCC update when it comes out.

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      • #4
        Oh bummer i see that the internal alert still isn't sending a copy of the invoice.
        really excited for the BCC feature! it's so important.

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        • #5
          Good day @[email protected]

          It will send the email alert based on how many due days you set. Example: If the policy has 2 days (14th to pay) if you set 1 day before in the internal alert then you get an email on the 13th.





          Regards,
          Click & Pledge Support Department

          On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

          Join us @ the educational webinars: https://clickandpledge.com/webinars/
          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
          Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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