The invoice delivery panel shows the saved customer email that will receive the document. Review that address with the customer name and invoice revision before confirming. CC email addresses are optional and accept up to five comma-separated addresses.
Use only recipients authorized for this customer invoice. Check spelling and domain names, particularly when an address was copied from a previous conversation. A correctly formatted email can still reach the wrong person.
Changing a recipient or CC entry clears the delivery confirmation so the revised details can be reviewed again. The confirmation also covers the PDF, email type and delivery time. Read the complete selection rather than checking the box from habit.
The email attaches the saved invoice PDF. Private supporting files stay in Documents, but the PDF itself can contain sensitive commercial information. If the saved customer email is wrong, correct the source contact and document through the supported workflow, then refresh delivery evidence before sending. Do not compensate for an incorrect main recipient by adding the intended person only as CC.
Was this article helpful?
Tell us whether this answered the question you came with.