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How do I send an Invoice or Estimate to multiple recipients?
How do I send an Invoice or Estimate to multiple recipients?
Updated over 2 weeks ago

Once you've created an invoice or estimate, it is possible to send the invoice to multiple recipients simultaneously. To do so, start by hitting the send button in the lower right corner of the invoice/estimate edit page.

To send an invoice or estimate to multiple recipients via SMS, select Text. You will be directed to the default messaging app on your device where you will be able to select multiple recipients for your contact list as you would for a regular text message.

To send the invoice or estimate to multiple recipients by email, select the email option and simply enter the addresses for each recipient with a space between them.

Once all of the contacts have been entered, hit send. You will be directed to the sending history screen where you will see the sending status for each contact.

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