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szes's avatar
szes
Member
3 months ago
Solved

Client cc email address not being sent messages in Solo

I have set up my customers with a contact person plus a cc email address for their accounts department (assuming that Solo would send the invoice emails to both addresses). The accounts email isn't receiving the invoice, causing delays in payment.

Is this not a feature of Solo, and could it be added in future updates?

  • Hiya szes​, thanks for posting this and sharing what you’ve run into 👋

     

    You're absolutely right, the inclusion of the "email cc" field in the customer card is pretty misleading! We’ve passed your feedback on to the product team so they can take a closer look at how this behaves, and how we can make it more intuitive going forward.

     

    In the meantime, the best workaround is to pop both email addresses in the Send to field when sending your invoice. When the second email address is correctly entered, it'll be shaded in green like this:

     

    We know it’s not ideal and adds an extra step, but that’ll ensure everyone who needs the invoice gets it straight away.

     

    Appreciate you raising this one — and please keep the feedback coming. It’s how we make Solo better for everyone 👍

3 Replies

  • Hiya szes​, thanks for posting this and sharing what you’ve run into 👋

     

    You're absolutely right, the inclusion of the "email cc" field in the customer card is pretty misleading! We’ve passed your feedback on to the product team so they can take a closer look at how this behaves, and how we can make it more intuitive going forward.

     

    In the meantime, the best workaround is to pop both email addresses in the Send to field when sending your invoice. When the second email address is correctly entered, it'll be shaded in green like this:

     

    We know it’s not ideal and adds an extra step, but that’ll ensure everyone who needs the invoice gets it straight away.

     

    Appreciate you raising this one — and please keep the feedback coming. It’s how we make Solo better for everyone 👍

  • Hi Jared

    Thanks for your reply. I'm glad I'm not going completely crazy!!

    I've done what you suggested and that has worked.

    Thanks again 👍

  • Jared-Solo's avatar
    Jared-Solo
    MYOB Staff
    3 months ago

    Haha, you’re very welcome — and nope, definitely not crazy!

    Glad to hear that little workaround did the trick. If there’s ever anything else you’re unsure about, we’re always just a shout away.