Does anyone know of a work around to copy someone on the invoice email sent out to a customer? I need to be able to copy real estate agents on the invoices/receipts that are sent to the customer. For example John Smith (customer) and Jane Doe (agent), the invoice is sent to John Smith, but Jane needs to know when the invoice is paid, and the amount paid, in order to close on the new home John Smith is buying.
I see that if I add a 2nd client to the invoice (which would be Jane Doe in this case). Jane also receives the same copy of the email, but the 3 of us are not linked together on the email chain. So if an invoice is sent to John Smith (customer), and John replies to the email “thanks, I put a check in the mail this morning” Jane Doe (agent) will not see this reply.
Any help is very appreciated. Thank you.