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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:

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Steps:

  1. Log in to your Client Portal.
  2. In the top-right corner, click on your name and choose Contacts/Sub-Accounts.
  3. Click Add New Contact.
  4. Enter the new contact’s name and email address (phone number is optional).
  5. Under Email Preferences, check the box for Invoice Emails to send invoices to this email address. You can also choose other options like Support Emails if needed.
  6. Click Save Changes.
Now, your invoices will also be sent to the new contact’s email. You can adjust your communication preferences for all accounts, and add more contacts for other types of communication if necessary.