thread Re: Add Email Address to Existing Invoice in Payments Troubleshooting

Add Email Address to Existing Invoice

OCLLC — Sat, 20 Sep 2025 11:44:54 GMT

I created an invoice for a customer without an email address on file and shared manually.

The customer and since provided me an email address which I've added to his profile under "customers" However, when I go to edit/update the invoice that was created prior to having his email address it will not allow me to add his email, and the updated customer profile information isn't pulling over.

Am I missing something here? it seems the only way around this is to duplicate the invoice and resend but by doing this I lose the original invoice date, the due date, and would have to move and or refund the deposit and request it again on a new invoice. That just seems like a lot to add an email address.

Re: Add Email Address to Existing Invoice

Donnie-M — Thu, 01 Jul 2021 19:32:33 GMT

@OCLLC Go to the invoice in your dashboard, edit invoice, scroll down and click "Add additional recipient".

Here you can add e-mail addresses. Just add the e-mail you have and you will be good to go. The next time you make an invoice you won't have to do this obviously.

Donnie-M

Re: Add Email Address to Existing Invoice

OCLLC — Thu, 01 Jul 2021 19:41:49 GMT

Thank you, unfortunately that option isn't available when there is no email address on file.

Re: Add Email Address to Existing Invoice

Donnie-M — Thu, 01 Jul 2021 20:16:40 GMT

@OCLLC Ahh, you must have skipped the e-mail when creating the original invoice. I have done this before, but I always just put my e-mail address in when I created the invoice and then shared manually. Unfortunately this limits what you can do. I would just update the invoice as needed and share the link via your e-mail manually for them each time. It is not ideal, but going forward just use your e-mail if you don't have one and you can add recipients as needed then.