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Orin Safko |
I need to be able to copy additional contacts when an invoice is sent out.
For instance, Mike Smith* and John Doe work for Better Bakery. Mike Smith is the primary contact of Better Bakery.
If I send an invoice to Mike Smith, I need a way to copy John Doe so that he gets the same invoice email that Mike Smith gets.
Thanks!
*Names and company name above are fictional
Activity Newest / Oldest
Sebastian
@MikeL Any update on this? Being able to send an invoice to 'accounts receivable' is a big deal anytime you're not dealing with a mom & pop shop. Currently this doesn't work and look unprofessional if you don't. Often the primary is NOT the person handling invoices and companies have specific methods/email/people that deal with vendor invoices.
Mike
Status changed to: In progress
Mike
Status changed to: Planned