Multiple recipients for offers, invoices and payment reminders
Robert Reiz | September 30, 2026 | 06:08 UTC An offer or an invoice rarely goes to just one person. Purchasing wants the invoice, accounting needs a copy, and the project lead wants to know what was billed. Payment reminders are similar: often several people at the customer should be informed, so that an open invoice does not sit in the inbox of someone who happens to be on vacation.
With this release, you can set up multiple recipients for offers, invoices and payment reminders in ZEIT.IO – directly in the project, in the invoice and in the offer.
What's new?
| Document | Main recipient | Additional recipients |
|---|---|---|
| Offer | One customer contact as the Offer recipient | New: any number of email addresses as Offer CC recipients |
| Invoice | One customer contact as the Invoice recipient | New in the invoice form: any number of email addresses as Invoice CC recipients |
| Payment reminder & dunning | – | New: any number of email addresses instead of a single contact |
You can manage the recipients in three places:
- In the project as the default for all offers and invoices of the project.
- In the invoice for that one invoice.
- In the offer for that one offer. The offer form has been rebuilt for this: customer, offer recipient and CC recipients are now selected separately – just like you already know from the invoice form.
All fields work the same way: enter several addresses separated by commas. Below the field, ZEIT.IO shows every known email address of the customer as a button. One click adds an address or removes it again; addresses highlighted in green are selected. Invalid email addresses are rejected when you save.
When you send an offer, an invoice or a payment reminder, ZEIT.IO fills in the stored recipients automatically. As always, you can still adjust them before sending.
Why there is still exactly one main recipient
The obvious approach would have been to simply allow several equal recipients. We deliberately decided against it: offers and invoices still have exactly one main recipient, and everyone else goes into the CC field.
The reason is the document itself. The main recipient is not only the "To" address of the email, but also the addressee on the PDF. In the address block in the upper left corner of the offer or invoice, an additional line with the recipient's name and position can appear below the company name, for example:
Example Ltd.
Jane Doe (Head of Purchasing)
1 Example Street
London EC1A 1AA
For many customers, this is not a formality. Large companies and public authorities often require invoices to be addressed by name to a specific person or department. If that line is missing from the address block, the invoice ends up in the central mailroom, cannot be assigned, or in the worst case is rejected – and your payment is delayed.
An address block, however, only has room for one addressee. With several equal recipients, ZEIT.IO would have to guess whose name appears on the PDF. With one fixed main recipient, the rule is clear:
- The main recipient receives the email directly and – if you want – appears with name and position in the address block of the PDF. Their language and date format also determine how the document is created.
- The CC recipients receive a copy of the email, but do not appear on the document.
How to control what appears in the address block
Whether the main recipient's name and position appear on the PDF is set on the customer, in the respective contact person:
- "Show the name of the contact person on the offer/invoice" – the first and last name appear as a separate line below the company name.
- "Show the position of the contact person on the offer/invoice" – the position (e.g. "Head of Purchasing") appears on the same line, in brackets after the name. If only the position is enabled, only the position appears in the address block.
If the main recipient is a department, the department's name appears instead.
Both settings apply to offers and invoices alike. If they are turned off, the address block contains only the company address – the contact still receives the document by email.
Payment reminders to several people
Payment reminders and dunning letters have no addressee on the document that would need to stand out from the others. That is why there is no main recipient here anymore, just a list of email addresses. Everyone on the list receives the payment reminder directly.
For a new project or a new invoice, ZEIT.IO automatically suggests all contacts of the customer that are marked as Dunning receiver in the customer data – not just the first one.
We have already converted existing projects and invoices: the previously stored dunning recipient is now the first address in the new list. You don't have to do anything.
Also available via the REST API
The new fields are available in the REST API as well. The project endpoints read and write offer_recipient_cc and dunning_recipients, and the invoice endpoints return invoice_recipient_cc and dunning_recipients. If a list contains an invalid email address, the API responds with status 422. The previous fields dunning_recipient_id and dunning_recipient_email have been removed – please use dunning_recipients instead.
What does this mean for you?
- One clear addressee on the document. Customers who require the recipient's name and position in the address block get exactly that – no matter how many people receive the email in addition.
- Everyone involved stays informed. Purchasing, accounting and the project lead receive offers and invoices at the same time, without you having to forward the email.
- Fewer overlooked reminders. Payment reminders go to everyone responsible at the customer.
- Set it up once, get it right every time. The recipients in the project are carried over into every new invoice and every new offer.
Questions or feedback? Write to us at support@zeit.io – we're happy to help.