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- Customers
How do I invoice multiple customers for an order?
If you are invoicing a customer and want to send the invoice to multiple email addresses, follow the steps below to set this up.
All users will be able to access these settings/to complete this action.
To locate your Customers settings:
- Navigate to the Customers module
- In this module, you will see a list of your existing customers under Manage Customers
To update people who will receive invoices:
-
- Locate the Customer to which you would like to add additional invoice recipients
- Click on the name of the customer to expand their details on the right side of the screen
- From the menu at the top of this section, click "PEOPLE"
- Locate the Customer to which you would like to add additional invoice recipients
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To add a new person who will receive invoices:
- Under "PEOPLE", click "+ ADD PERSON"
- Fill out all details in the required text fields
- Ensure "SEND INVOICES" has been toggled on
→ - Click SAVE to save this change
- Under "PEOPLE", click "+ ADD PERSON"
To edit an existing person who will receive invoices:
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- Locate the person to which you would like to have invoices sent
- Click the three dots next to their name to edit their details by clicking "Update Person"
- Ensure "SEND INVOICES" has been toggled on
→ - Click SAVE to save this change
- Locate the person to which you would like to have invoices sent