How can I send a carbon copy of my invoices to someone besides billing rep
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How can I send a carbon copy of my invoices to someone besides billing rep?
Locate the Rep under Members->Reps of the person that is receiving the bills right now. Then enter the email address of anyone that should receive a Carbon Copy (CC) of billing transactions that are emailed to this rep.
If more than one person should receive a copy, separate the email address with a comma.
*Not available for those integrated with CQI connection to QuickBooks
Watch this video for a quick demonstration http://screencast.com/t/c6vXUYvW5Mq