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2258 Rodiniai

Hi!


I want to add an e-mail (bookkeeper) in the CC when sending out invoices with Odoo.


I can't seem to find the email template for invoices.


How can I add an e-mail in the CC when sending out invoices through Odoo?


Kind regards,

Fred

Portretas
Atmesti
Best Answer

Should be this one?

Or there's this add-on: https://apps.odoo.com/apps/modules/15.0/sh_email_enhancement/

Portretas
Atmesti
Autorius Best Answer

Great, that worked! 

Now what I really need is to add a BCC. Where do I find this?

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Atmesti
Autorius

@Cybrosys Techno Solutions Pvt.Ltd,

BCC, not CC.

If you are still looking for this...
What I did, is making an automation rule that sends the mail to the bookkeeper. I made a duplicate of the existing Mail Template, and put in a fixed mail address for the bookkeper.
Then an automation rule when an invoice is send, this rule will also send an email according to the bookkeepers template.

Best Answer

Hey Fred, I've been there too! Adding a CC to your invoice emails in odoo can be a bit of a pain, but it's definitely possible. So, here's what you gotta do: mess around with the email templates. They're kinda hidden in odoo, but we can dig 'em up.


Hop over to Settings (you want debug mode on, because odoo hides loads of stuff without it). Then navigate through Technical, hunt for Email, then Templates.


Find the invoice template. It's usually got a name like Invoice: Send by mail. Once you open it up, look for the field marked CC. That's where you throw in your bookkeeper's email.


If you're hitting a wall finding these templates, it might be that you dont have the right permissions. Odoo can be a bit goofy with access rights. Maybe have a word with your admin, make sure you have full access to those settings.


Hope this helps you get it sorted. 

Portretas
Atmesti
Best Answer

Hi,

Under Technical -> Email -> Email Templates, You need to check for the template with name Invoice: Sending.
Under Email Configuration tab, you can see the cc option.


Hope it helps

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Atmesti
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