We have a corporate client and send the invoices to the Sales Person however these do not always get sent onto their Accounts Payable department. We realize that the salesperson should do this however we pay the price when it does not happen.
Is there a way to automatically send the invoices or request for payment to both the salesperson and a second AP address?
We know we can manually add the second email address - but hope to avoid the extra time and effort.
On 8.5 you can create a company account.
Doing this you can then assign multiple contacts to the company.
A contact has a role , and you can make one of the contacts teh billing role , meaning they will get all billing correspondence.