From time to time, you may need to add multiple points of contact to an invoice. This can be completed in a few simple steps.
When you create an invoice in Bonsai (under Financial Management > Invoices), it will automatically use the client's primary email address as the recipient.
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 type in a new recipient email address.
Alternatively, when you select "Add Recipient" and click the email field, any additional contacts from the client file will appear in a dropdown menu for easy selection:
