How to send estimates and invoices to multiple email addresses

In this article, you will learn how to send estimates and invoices to multiple email addresses at the same time.

1. Open the estimate or invoice you want to send
2. Select Send
   
3. Select the To or Cc field and enter/select the first email address you want to add
   
   

   Workiz will automatically populate a list of existing clients to choose from based on the names or email addresses you have on file. If this is a new email address, you will need to enter the entire address.

4. Select the To or Cc field and enter/select the second email address you want to add
   
5. Enter/select all of the remaining email addresses you want to include
6. Select Send email

When sending an estimate or invoice to multiple email addresses, the Message Center will only show it in the thread for the client linked to the estimate or invoice.