PracticePanther offers the ability to add multiple invoice recipients for both Contacts and Matters.

1) Navigate to the desired contact or matter and select the pencil icon to edit the contact.

Note: this can also be done when creating a contact

2) IMPORTANT: Additional invoice recipients need to already exist within PracticePanther as contacts records and be linked to the invoiced contact by using a "Contact" type custom field or by adding them as additional contacts on the invoiced contacts' company.

If this is your first time filing out the contact form you will need to save the contact with the custom fields or company already filled out before the names will appear in the "additional invoice recipient" drop-down menu.

3) From the drop-down for Additional Invoice Recipients select the Contact that you would like to receive a copy of the invoice.

4) Click the "Save" button.

1) Navigate to the desired Matter and select the pencil icon to edit.

Note: this can also be done when creating a Matter

2) Scroll down to the Billing section and click the drop-down for Additional Invoice Recipient(s).

3) Select the Contact that you would like to receive a copy of the invoice.

Note: this contact needs to already exist as a contact within PracticePanther and already be linked to the invoiced contact associated with this matter.

4) Click the "Save" button.

Whenever you go to send an invoice, the listed additional invoice recipients will be cc'd in that email. When sending one invoice, you'll see these emails appear on the Preview Email screen, where they can be adjusted before sending as necessary.

These additional invoice recipients will also be included when sending invoices in batch form.

If you need a refresher on how to create a contact, there is a great article here.