How to Send Invoices and Statements to Multiple Contacts
This guide provides step-by-step instructions on how to send invoices and statements to multiple contacts in swool.io.
11 steps
|
25 seconds
Swool
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.