Managing Additional Email Recipients for Subscription Invoices

BoldDesk now supports adding multiple email addresses to subscription invoice notifications. This feature in BoldDesk allows you to add, update, and remove multiple email recipients for subscription invoice notifications. By including additional contacts in the CC field, businesses can ensure that all relevant stakeholders receive timely payment updates, improving transparency and communication across teams.

Email Recipients

• Primary recipient: Admin/Organization Owner email address.
• Additional recipients: Added as CC in invoice emails.

This feature improves invoice communication, ensuring all relevant stakeholders receive payment notifications.

Key Features

• Add multiple recipients to subscription invoices.
• Update recipient details anytime.
• Remove recipients when no longer needed.
• All changes reflect in CC field of invoice emails.

How to Add Recipients

1. Navigate to Admin > Billing & Subscription.

2. Open the Invoice Recipients section under Invoices.

   
   
   

3. Click Add Recipient, enter the recipient’s name, email addresses, and save.
   

   
   
   
   
   
   

4. Verify the details to ensure accuracy. These recipients will now appear in the CC of payment emails.
   

   
   
   

Updating Recipients

1. In the recipient list, click the Edit icon next to the email you want to update.

2. Modify the recipient’s name and email details as required.

   
   
   

3. Click Save to apply changes.

4. Verify that the updated details are correct.

Removing Recipients

1. Click the Delete icon next to the recipient you want to remove.

2. Click Yes, Remove to delete the recipient.
   

   
   
   

3. Check to ensure the recipient has been successfully removed.

Common Use Cases

• Adding finance team members for invoice tracking.
• Including project managers for budget oversight.
• Sharing invoices with external auditors.

Frequently Asked Questions (FAQs)

Q1: Can I add multiple recipients at once?
Yes, multiple recipients can be added at once.

Q2: Will recipients receive all invoice-related emails?
Yes, they will be included in the CC field of all subscription invoice emails.

Q3: Is there a limit to the number of recipients?
Currently, there is no limit for the number of recipients.

Q4: Who is the primary recipient of subscription invoice emails in BoldDesk?
A: The primary recipient is the Admin or Organization Owner who is a licensed agent.

Related Articles

• How to Update the Billing Address, Name and Shipping Address
• How to Manage Billing Cycle and Agents