Email invoices to multiple people

This guide shows you how to email an invoice to multiple recipients in Workshop Software.

Step 1: Open the Invoice

1. Open the invoice you want to send.

Step 2: Select Email Invoice and Add Recipients

1. Click Email Invoice.
2. Click the magnifying glass icon to add more email addresses.

Step 3: Select Saved Contacts

1. Select as many saved email addresses as needed.
2. These must be added and saved under Contact 1, 2, 3 in the customer’s profile beforehand.

Step 4: Add Additional Email Addresses Manually (Optional)

1. You can also type additional email addresses directly into the email address bar.
2. Separate multiple addresses with a semi-colon (no spaces).
3. Example: example@mail.com;example2@mail.com

Good to Know

• There must be no spaces between email addresses and the semi-colon separator.
• Saved contacts must be set up in the customer’s profile before they appear in the contact picker.
• All recipients will receive the same invoice email.

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• How to Save My Invoices as a PDF Document
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