Sometimes you may need to send an invoice to more than one email address. For example, a member may want a copy for themselves and a copy for their accountant. Depending on the need, there are two ways admins can accomplish this.
Sending One-Off Invoices to Multiple Email Addresses
In Novi when emailing one-off invoices, admins have the option to add additional email addresses when sending. (Note: a company/organization's billing contact is included when sending invoices by default).
The Email field when sending one-off invoices in Novi allows admins to include other persons from within the family tree via a dropdown and/or outside email addresses can be manually added to the field as needed.
Regularly Sending Invoices to Multiple Email Addresses
Important Note Regarding This Option:
Constant Contact and MailChimp will not accept an Email field with multiple email addresses. Therefore, records with multiple email addresses in the Email field cannot be synced by Novi to Constant Contact or MailChimp.
To ensure that invoices are always sent to multiple email addresses, it is necessary to add multiple email addresses to the Email field of the record. This will enable consistent delivery of invoices to multiple email addresses.
Open the record you'd like to add multiple emails to.
Under the Details tab, add the additional emails to the Email field, separated by commas.
Save
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