Overview
When you email an internal note from Billy, you can now select multiple recipients in a single send. Instead of emailing a note to one teammate at a time, pick everyone who needs the context — project managers, compliance admins, accounting — and Billy delivers the note to all of them at once.
Why This Matters
Internal notes are where your team captures vendor context: compliance exceptions, insurance follow-ups, conversations with a subcontractor's broker. That context is often relevant to more than one person. Previously, sharing a note with several teammates meant sending the same email multiple times or copying the note into a separate message. With multi-recipient sending, one action keeps everyone on the same page — and everyone receives the identical note, so nothing gets lost or paraphrased along the way.
How to Email an Internal Note to Multiple Recipients
Open the vendor's profile and go to the Internal Notes tab
Find the note you want to share and choose the Email action
In the recipient field, select your first recipient — then keep selecting to add as many additional recipients as you need
Review the list of selected recipients (you can remove anyone added by mistake before sending)
Click Send — every selected recipient receives the note by email
Tips
Send once, not many times. If a note affects a whole project team, add them all in one send rather than emailing individually — it's faster and guarantees everyone sees the same version.
Double-check the recipient list before sending. Internal notes can contain sensitive vendor or compliance details, so confirm everyone selected should have that context.
Keep the note itself in Billy. The email shares the note, but the source of truth stays on the vendor's Internal Notes tab, where it remains visible to your team with its timestamp and author.
Frequently Asked Questions
How many recipients can I add?
You can add multiple recipients in a single send — select each person you want to include in the recipient field before clicking Send.
Do all recipients get the same email?
Yes. Every selected recipient receives the same internal note content, so your whole team works from identical context.
Can I remove someone I added by mistake?
Yes. Before sending, you can remove any recipient from the selection. Just take them off the list and then click Send.
Does emailing a note change or delete it in Billy?
No. Emailing an internal note simply shares a copy. The note stays on the vendor's Internal Notes tab exactly as it was, with its original author and timestamp.
Related Articles
How Prequalification Review Notes Are Saved to Vendor Internal Notes
Setting Up Email Notifications for Prequalification Submissions
Edit or Change an Email Contact
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