Complete the following steps to send an invoice to multiple Billing Contacts. 

Option 1: Add additional emails in the Billing Contact Email Field

Important Note:

This option is available when Customer Portal is not enabled. 

Steps: 

1. Navigate to Menu > Customer Accounts. 
2. Click the desired Customer. 
3. Click the Edit icon in the Billing Contact field. 

4. Add additional email addresses each separated by a comma in the Email field. Up to 50 email addresses can be entered in this field. 

5. Save when finished. 

Option 2: Send an email to all Customer Contacts

Important Notes:

• Contacts should have only one email address.
• This option is required when Customer Portal is enabled. 

Steps: 

1. Navigate to Setup > Manage Templates.
2. Select the email template that should be sent to all Customer contacts.
3. Include the following Liquid logic in the Recipient field within the email template:

{% for contact in customer.contacts %}{{contact.email}},{% endfor %}

Change From and Reply-To Email Addresses in Templates

Personalize outbound emails sent from Ordway with your company email address. The level of personalization is dependent upon your email configurations. Read more.