This feature allows you to include an additional contact for billing/invoices emails. This is beneficial if an additional contact other than the primary contact would like to receive the invoice email.
1. To set this up go to the Client Tab in the ribbon and click on the Contact section of the Client Page.
The Primary contact will automatically get the billing information sent, but we want an additional contact to receive it as well.
2. On the Contact you want to include on Billing Emails Click Action --> Edit Details
3. After you get to the Edit Details Page scroll all the way down to the bottom of the page and you will see these two options right above the Cancel and Save buttons.
4. Click the box beside "Include this contact in recipients for billing emails" and then click Save.
5. Once your invoice has been created and sent, you can head to the Invoice Tab in the ribbon where you will be able to see that it was sent to both Angela Miller and Angela Client.