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How do I send a receipt or certificate to more than one email address (CC)?

In short: When you email a receipt or certificate, the compose window has a To field (a dropdown of the donor's addresses if they have more than one) and a separate CC field. Put the main recipient in To and add any extra addresses to CC, then send.

How to do it

  1. Open the receipt and click E-mail (for a certificate, open it and click E-mail Certificate).
  2. The compose window opens with the donor's email pre-filled in the To field. If the donor has more than one email on file, To is a dropdown of their addresses — pick the one you want.
  3. Type any additional recipients into the separate CC field. This is how you copy in a second person or send to two addresses at once.
  4. Edit the subject and message if needed — the PDF is attached automatically.
  5. Click Send. The email is logged on the record, and CC recipients are marked in its history.

💡 Tip: Add a colleague or the donor's second address to CC to keep everyone copied on the same receipt or certificate.

Common issues

What you see Cause Fix
To is a plain field, not a dropdown The donor has only one email address on file. Add more email addresses to the donor's record, or just type the address into CC.
The CC recipient didn't get it The CC address may be wrong or bouncing. Check the address and re-send; bounced addresses are shown in the email history.
  • Printing, downloading and emailing a receipt