Send an invoice to multiple email addresses

You can send an invoice to multiple email addresses by adding them as multiple debtors or sending them a copy as non-debtors.

Table of Contents

• Add multiple debtors to the invoice
• Set up invoices to send to multiple debtors by default
• Set up invoices to send to multiple debtors by default
• Send a copy of the invoice to non-debtors
• Set up invoices to be sent to a CC or BCC email address by default

Add multiple debtors to the invoice

1.    Open the triConvey Companion Site Web App.

2.    Select Invoices from the left panel.

3.    Open a draft invoice.

4.    Navigate to the Debtors/Clients field.

5.    From the empty contact field, under the main debtor/client, start typing the client's name.

Tip:  If this additional email address belongs to an existing contact, select them from the list.  Otherwise, create a new contact.

You can add up to three debtors to appear on an invoice. Ensure that each debtor has an email address on their contact card.

Set up invoices to send to multiple debtors by default

To ensure that multiple debtors receive an invoice email every time, you can set them up in the Matter settings:

1.    Open a Matter in triConvey Companion Site Web App.

2.    Select Edit Matter.

3.    Select Client/Contacts from the left menu.

4.    Select or add contacts in the Debtors field.

5.    Select Save Matter.

Send a copy of the invoice to non-debtors

You can add CC or BCC email addresses to be non-debtor recipients of a finalised invoice:

1.    Open the matter in triConvey Companion Site Web App.

2.    Select the Invoices tab.

3.    Tick the invoice(s) you wish to email.

4.    Click the down arrow from Bulk Actions and select Send via Email.

5.    Enter the email addresses in the CC and/or BCC fields.

5.    Select Send Now.

Set up invoices to be sent to a CC or BCC email address by default

If copies of an invoice have to be CC'ed or BCC'ed to a specific email address, such as admin or office inboxes, you can set this up within the matter settings:

1.    Open a Matter in triConvey Companion Site Web App.

2.    Select Edit Matter.

3.    Select Communication from the Quick Link menu.

4.    Complete the CC Email Addresses and/or BCC Email Addresses fields.

5.    Select Save Matter.