How to Send Invoices and Statements to Multiple Contacts | Scribe

    How to Send Invoices and Statements to Multiple Contacts

    • 11 steps |
    • 25 seconds
    1
    Click "Accounts"
    2
    Click "All Customers"
    3
    Click on the account name
    4
    Click "Edit Account"
    5
    Click "More..."
    6
    Click "Contacts"
    7
    Click "Add Contact"
    8
    Add in the details of the second contact that should receive financial documentation
    9
    Click "Invoice Email" if this contact should receive Invoice Emails
    10
    Click "Statement Email" if this contact should receive Statement Emails
    11
    Click this button.