Setting Default Invoice Contacts

Mark contacts once so they’re automatically included when you share invoices, saving time and reducing mistakes.

What This Feature Does

You can now designate certain contacts to be automatically included when sharing invoices by marking them as Invoice Contacts. This reduces repetitive work and ensures invoices are always sent to the right people.

How It Works

1. New “Invoice Contact” Column

• Under each customer’s Contacts, there is a new column called Invoice Contact.

• This column has a Yes/No dropdown

• If set to Yes, that contact will be automatically included in the “To” field when using the Share Invoice feature

2. Auto-Update When a Contact Is Used

• If you manually select a contact in the Share Invoice widget, that contact will automatically be updated to have Invoice Contact = Yes going forward after sending an invoice

3. Checkbox When Creating a Contact

• When creating a new contact through the Share Invoice widget, there is a checkbox labeled Invoice Contact

• If checked, upon creation the contact will immediately be set to Invoice Contact = Yes.

How to Manage Invoice Contacts

• To add: Use the dropdown in the Invoice Contact column, or select the contact during invoice sharing.

• To remove: Set Invoice Contact = No in the customer’s Contacts section.

Notes

• This setting only affects who is pre-filled when using the Share Invoice flow.

• It does not affect integrations or other parts of the system where contacts are used.