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Email invoices and statements to multiple email addresses

In Practice CS, you can email invoices and statements to clients. The invoices and statements are sent as an attachment to an email where you compose the body text.
By default the email is sent to the primary email address of the billing contact, as specified on the
Contact Info
 tab. There may be situations where a client wants invoices and statements sent to other email addresses in addition to the Billing Contact. Do the following to email invoices and statements to multiple email addresses:
  1. Select
    Setup
    , then select
    Clients
    .
  2. Select the client you'd like to add email addresses for, then select
    Edit
    .
  3. Go to the
    Billing and A/R tab
    .
  4. Go to
    Additional E-mail addresses
     and enter the additional email addresses you want to send the invoice or statement to.
  5. Select
    Enter
    .
After doing this, the email will be sent to the primary email address of the billing contact, as well as all email addresses entered at
Additional E-Mail addresses
.

This article applies to:

  • Product: Practice CS
  • Subject: Billing