Multiple billing recipients | Voters

Multiple billing recipients

Darcy Gingerich

Having the opportunity to add an additional email address to send an invoice would ease situations where a guardian or agency (such as Child Protective Services) is also involved and actually responsible for payment.

January 5, 2024

Liz Setelin

You can do this from the Client Profile>Invoices tab>click on the 3 dots next to 'Create Invoice'>select 'Billing Recipient' and complete the fields.

Darcy Gingerich

Thanks! I didn't fill this out correctly the first time I tried, but when I went back again, I did and it seems to have worked!!

Cherie Blickenstaff

When you send a receipt, it would also be helpful to have a dropdown in the Send To field where you can select from the contacts email addresses.