Why are my invoices CCing to default email when there is NO CC address selected

Question

When sending invoices from web version of MYOB they are CCing to my default email account, this is not happening from desktop version

Earl_HD · Answer

Hi @CSH1AS,

If invoices sent from the web version are CC’ing your default email address, it’s usually because the invoice email settings for the person sending the invoice are set to CC invoices to that default account. The best thing to check is the invoice email defaults/email setup and remove that CC copy setting if you don’t want those emails sent there. More information here: Set up your default email messages

You can also reach out to our support team for further assistance. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount.

Regards,
Earl

CSH1AS · Answer

The profile for the employee processing the invoice was set to CC invoices to the default account

Isaiah_C · Answer

Hi @CSH1AS,

Thanks for raising this. If no CC address is being selected when you send the invoice, the most likely reason is that a CC email has already been saved in your customer’s details.

I’d suggest opening that customer’s card and checking whether there’s a CC email stored there, then removing or updating it if needed. When emailing an invoice, a saved customer email can appear automatically, and a CC email address can also be saved against the customer record for future sends. You can use this guide as a reference: Email, SMS or print sales.

Regards,

Sai