It’s easy to use the BCC feature of Receipt Bank, so that either you or another user on your practice account will receive copies of emails sent to your client.
When you are creating a client’s user account, simply select the user you want to be BCC’d from the ‘BCC User’ dropdown box.
Click save, and from now on, the email address you have selected will receive copies of any emails sent to your client.
If you have already created a user and want to be BCC’d on future emails sent to them, please go to the ‘Account settings’ for the relevant client, select the ‘Maintain users’ tab and select your client’s user account.
Simply use the BCC drop down menu to select the user you want to be BBC’d and then click save.