Email Invoices to Multiple People

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Job Centre and InvoicingUpdated 20 Sep 20262 min read

The default sending address for email in Workshop Software the email associated directly with the individual or company, you may also create 3 secondary contacts for any Customer.

This guide shows you how to email an Invoice to multiple recipients in Workshop Software, either those in their contacts or by manually typing another email address.

Add Contact Emails from a Customer

When sending an Invoice you may select multiple email addresses in the pop up used to send the Invoice.

  • Open the Invoice you want to send.
  • In the Customer Invoice card click the Star icon and in the drop down menu select the Email Invoice option.
A cropped screen shot of a Customer Invoice card, cursors indicate to select the export icon and then the send Invoice Email option.

  • Click the Magnifying Glass icon to open the list of Contact emails.
A screenshot of the Email Invoice pop up, the magnifying glass icon used to add multiple emails is highlighted

  • Click to select as many saved email addresses as needed which must be added and saved under Contact 1, 2, 3 in the customer’s profile beforehand.
A screenshot of the pop up window used to select contact's emails addresses.

  • Then click the Select button to add the email address.
A cropped screenshot of the Email Invoice Screen showing multiple emails

Add Emails Manually

You may also type additional email addresses directly into the email address bar.

  • When doing so separate multiple addresses with a semi-colon.
A cropped screenshot of the Email Invoice pop up, the dividing semicolon (;) is highlighted

Good to Know

  • 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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