By default, invoices are sent to the client address. BQE CORE does allow you to send invoices to a different client contact address. Each client in CORE can have an unlimited number of contacts linked to it. If you set any contact as the 'primary' contact of the client, invoices are addressed to this person instead of the client. To add a client contact, check Add Client Contacts for details.
If you choose to email an invoice to the Client Contact from the Invoices screen (Actions > Email > Client Contact), CORE sends the invoice to the client contact that you have set as the primary contact.Check CORE Help Center for details. To email invoices to a Billing Contact instead of the client, make sure to select the correct option from the Actions menu > Email on the Invoices screen.Check CORE Help Center for details.
When you send emails to the client:
- emails are sent to the client or client contact based on what is set up at the project level
- CORE checks if the above setting is turned on and, if yes, adds the client email address in the CC field even if the project is set to use a billing contact
When you send emails to the client contact:
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emails are sent to the client contact
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CORE checks if the above setting is turned on and, if yes, adds the client email address in the CC field even if the project is set to use a billing contact
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If no client contact is found, then email is sent to the client only