Multiple Billing Contacts

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Amy Vallandigham

• June 15, 2016 21:30

Is there a way to add multiple billing contacts so that the emails get pulled into the email cc section when you try to send a billing?  Right now, we manually track the billing contracts and have to add them one by one to the send billing screen under the cc section.

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  Amy Vallandigham

  • June 15, 2016 21:32

  Also, the mass billings is an issue and not usable for us because it only allows you to send the to the one billing contact designated, when we often have to send to multiple contacts. 

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  David Donnelly

  • December 20, 2016 17:42

  We are having the same issue and would like to be able to mass email invoices to multiple contacts at the same account too.

   

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  Glenn Feder

  • March 03, 2017 19:34

  We're having the same issue.  Has anyone solved this?

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  Santiago Oyola

  • May 30, 2022 20:55

  Hello, you should be able to do this easily. Go to an account / Click Related Contacts / Click the down arrow on a contact / Edit Relationship / Billing Contact to the right side (so the Role is chosen) / Save. That contact will now be cc'ed in the invoices sent. Please let me know if you have any questions. Thank you!

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  Danielle Hoffman

  • August 30, 2022 17:38
  • Edited

  When I go to account then the related tab and contacts, then edit (nothing says anything about a relationship), there is no billing contact section/field to select from or an option of "billing contact" for the type.  How do I add a billing contact automatically from the primary accounts or contact? It seems arduous to have to do each one manually. Why don't they automatically fill in?

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  Santiago Oyola

  • August 30, 2022 18:39

  Hello Danielle, there's 2 distinct procedures depending if you wish to be able to select the contact that will:

  1. Receive the invoice, or;

  2. Be in cc

  Could you please confirm which scenario you wish to accomplish?

  You may reach me at santiago@soljit.com if you have any questions or need a quick call.

  Thank you!

   

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  Md. Abdur Razzak

  • August 24, 2023 14:03

  @Danielle Hoffman
  You can follow this link to set up the Account-Contact relationship.
  https://support.accountingseed.com/hc/en-us/articles/360038538374-CC-Contacts-When-Sending-an-Email-in-Lightning#EnableContacts

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