Is there a way to add a 'CC to to where the invoices are emailed to? Example would be 1 copy to buyer and 2nd copy to the bookkeeper or Accountant)
Admin
Steve Tippe
Oct 22, 2026
Hi everyone, just wanted to make sure that everyone was aware. We do have the ability to cc yourself on all invoices sent out of AgExpert. That means that your customer gets the email and you'd get a copy in your own email inbox that you could then file accordingly. You'll see this screen when you click on the 3-dot menu at the end of each row in the Sales list screen. I'm going to leave this as Future Consideration for the time being as this only addresses a portion of your concerns.
It would be great if there was a default second email line in the customer profile, either for cc or just to be able to add a second recipient in general
Not at this time, that would require emailing the invoice out individually to each individual recipient. I'll mark adding a CC line for future development consideration. Thank you!
Hi everyone, just wanted to make sure that everyone was aware. We do have the ability to cc yourself on all invoices sent out of AgExpert. That means that your customer gets the email and you'd get a copy in your own email inbox that you could then file accordingly. You'll see this screen when you click on the 3-dot menu at the end of each row in the Sales list screen. I'm going to leave this as Future Consideration for the time being as this only addresses a portion of your concerns.
It would be great if there was a default second email line in the customer profile, either for cc or just to be able to add a second recipient in general
I think the email should be from the person who's signing in when there's multiple logins. or the CC option
Because I can't confirm if the email is sent or not if the default email is not yours !!
Not at this time, that would require emailing the invoice out individually to each individual recipient. I'll mark adding a CC line for future development consideration. Thank you!