Is there a way to add external users as recipients for reminders?

Yes, you can add external users as additional recipients under the Cc/Bcc fields in the reminder template.

Here’s how:

• Go to Settings in the top right corner of the page.
• Click Reminders under Reminders & Notifications.
• Click the Invoices tab if you want to modify reminders for customer invoices, or click the Bills tab if you want to modify reminders for your overdue bills.
• Edit the required template. A pop-up will appear.
• Add the external users in the Cc/Bcc fields.
• Click Save to update the template.

Now, these recipients will also receive a copy of the reminder email.

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