Billing Q&A: Bill To Records

April 2022    Tags: , ,

I would like to send my client’s statement not only to my client, but to an additional party as well. Is there a way to have two different email addresses for the same statement?

You can have up to two Bill To records for each client, allowing you to send statements to up to two parties.

To add a Bill To Record

  1. In the Quick Launch, search for and select “Client Information.”
  2. Select the desired Client ID.
  3. From the Billing Preferences tab, in the Statement Delivery Options section, click the Add button.
    1. In the Bill To Name field, select an existing contact or enter a new name to create a new contact.
    2. In the Statement Delivery Options section, select the Mail Statement and/or Email Statement check box.
    3. Click the OK button.
  4. Press Ctrl+S.
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