Sometimes you may need to send multiple invoices to multiple contacts in one company - for example the Finance team and the CEO. With My-dox, you're able to add multiple contacts to a single client, and you can then choose which oф those contacts to send invoices to. There are a couple of ways to add multiple contacts to your client.



Option one

- Go to Users tab

- You will be brough to a list of your clients

- Click edit link on the client of your choice

- There is a button Add new email. Click ot int.

- Enter your secondary contact's information. The email is required.





NOTE : 

There is no limit how many contacts you can add to a client.



- Click Save when you're ready.



Now when you create an invoice for that client, you'll see the option to send to any of the contacts listed under the client.



Option two



If you're already halfway through creating an invoice before remembering that you needed to add a secondary contact, have no fear! You can add the contact to client directly with the invoice.



- Select Add button, then client from the menu.

- Click on Add new address button

- Fill out the contact's information

- Remeber to click Save after you're done adding your new contact.

- You can now also send the invoice to your newly added contact.