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ArticlesAC: How to Get a Copy of the Email That Has Been Sent When Sending Invoices to the Customer

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AC: How to Get a Copy of the Email That Has Been Sent When Sending Invoices to the Customer

Users can receive a copy of invoice and credit note emails sent to customers. This feature is managed through a specific checkbox in the Accounting Settings menu. The setting is enabled by default but can be disabled if the sender does not wish to receive these email copies.

  • Jul 17, 2025
  • Knowledge

Title
AC: How to Get a Copy of the Email That Has Been Sent When Sending Invoices to the Customer
URL Name
AC-How-to-Get-a-Copy-of-the-Email-That-Has-Been-Sent-When-Sending-Invoices-to-the-Customer

Product Area
Accounts Payable & Accounts Receivable
Release Version
Environment
  • Certinia Accounting 
  • Fall 2019 onwards
Additional Notes
Procedure
  1. Go to Setup > Custom Setting > Accounting Settings > Check the box for, Send a copy of Email PDF to Sender > Save
    • This field, Sends a copy of the invoice or credit note created using the Email PDF button to the sender as well as the recipient recorded in the Invoice email field. Default value is true.
Objective
  • How to send a copy of the Invoice emails going to customer, to the invoice submitter
Professional Services CloudCustomer Success CloudFinancial Management CloudAccounts ReceivableAccounts Payable
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Knowledge:AC: How to Get a Copy of the Email That Has Been Sent When Sending Invoices to the Customer