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Send Your Invoice To A Customer (or Alternate Billing Contact)
Send Your Invoice To A Customer (or Alternate Billing Contact)

How do I send invoices to a primary, secondary, or alternate contact?

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

Sending your invoices to the right person is easy!


FROM THE WEB APP


Step 1: From an invoice click 'Send'
Step 2: Select the contact you want to send it to.
Step 3: (Optional) Add an alternate billing contact to send it to.
Step 4: Done!

SENDING TO AN ALTERNATE CONTACT FROM THE WEB APP

To send to an alternate contact first add the alternate billing contact, then click 'Send' as shown above. This person will appear in the list of contacts you can select from.



FROM THE MOBILE APP

Step 1: Tap on an invoice.

Step 2: Tap 'Send'

Step 3: Select the contact you want to send it to.

Step 4: (Optional) Add an alternate billing contact to send it to.

Step 5: Done!

SENDING TO AN ALTERNATE CONTACT FROM THE MOBILE APP

To send to an alternate contact first add the alternate billing contact, then click 'Send' as shown above. This person will appear in the list of contacts you can select from.

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