When sending an invoice, you normally would select a contact within the account as recipient of your invoice.

If you regularly send invoices to the same account and contact, wouldn’t it be nice if you simply select the account and the system automatically populates the contact for you? Now you can. In the account page, set your billing contact for the account. You can also set a secondary billing contact, who along with the billing contact, will receive the invoice. See screenshot below:

If the above is set, you don’t have to populate the contact when creating an invoice for the account:

After you save the invoice, the contact is automatically populated. And when sending the invoice, the secondary billing contact is automatically copied on the email:


Availability: Dec 2015 Release