From time to time, you may need to add multiple points of contact to an invoice. Rest assured, this can be done in a few simple steps!
To begin, when you create an invoice in Bonsai (under Financial Management > Invoices) it will pull the client's default email address as the recipient email address.
In the event you need to add another recipient to the invoice, you have the option to select 'Add Recipient' under the existing client email address:
This will allow you to manually add a new recipient email address -- or alternatively, if you have additional points on contact in the existing client file, the email addresses will appear in a dropdown menu here, where you can easily select the additional recipients.
Note: all contacts on your previous invoice will automatically be copied to your subsequent invoices without you having to manually add them every time.
If you have any questions about this process at all, please don't hesitate to reach out to our Support Team at support@hellobonsai.com.