To add a bill to and/or cc a contact to receive invoices and statements, follow the steps below.
- Locate the customer CRM>Customers and search for the customer.
- Navigate to the Contacts tab.
- Click + Add New Contact.
- Complete the information for the contact.
- Make sure to toggle to YES for the invoice type you wish the contact to receive.
- Click Save.
After you create an invoice, you must go into the invoice and select Deliver Notification > Send Notification. This will send to any contact who has Invoice Delivery set as YES.