How to receive invoices at a different email address
Managing communication preferences for multiple contacts is simple and efficient. By adding a new contact, you can easily send invoices and other important emails to a different email address, allowing you to organize and streamline communication for various purposes. Follow the steps below to set up a new contact for invoice emails:Steps:
- Log in to your Client Portal.
- In the top-right corner, click your name and select Contacts/Sub-Accounts.
- Click Add New Contact.
- Enter the new contact’s name and email address (phone number is optional).
- Under Email Preferences, check the box for Invoice Emails to send invoices to this email address. You can also select other options like Support Emails if needed.
- Click Save Changes.