Several contacts per customer
Add up to 20 contacts per customer and choose who receives invoices, estimates, reminders, statements and portal access.
Turn on Several contacts per customer in Settings›Features›Customers. Each customer then has a Contacts card.
Lakeview Hospitality LLP
Each contact has a name, role, email and phone, and ticks for Invoices, Estimates, Reminders, Statements and Portal. One is the primary contact — the customer’s own contact person and billing email.
Who gets each email
| Goes to contacts ticked for | |
|---|---|
| Invoices, credit notes, proformas, receipts | Invoices |
| Estimates | Estimates |
| Reminders (automatic, manual and bulk) | Reminders |
| Statements | Statements |
The Send dialog starts with them and can still be changed. Each recipient uses one email credit.
Tick the accounts person for Invoices and Reminders, and the decision-maker for Estimates — replies come from the right people.
Keep going
Still stuck? Contact Support.
Tell us what you were trying to do and which Organization, Brand or document it relates to. The support subject is preselected.
Try it on your own documents.
A 7-day free trial for your first eligible owned Organization, with one Primary Brand and one member.