Relevant to: Buyers
Navigation Tree: Transactions > Invoices > Options menu > Share Invoice
The 'Share Invoice' feature allows you to:
Re-send an Invoice notification to the contract counterparty contact
Send email notification to additional recipients who are connected to the counterparty organization.
Here's a few steps to send your email notifications:
Add your email recipient to Connections (if not already done so) as they must be associated with the relevant counterparty Organization. See here for more details on how to add a New Organization.
Select the Invoice you wish to send new notifications for
Click the ‘Share invoice’ button from the Options drop-down menu to add your recipients
Select the recipients you wish to send the Invoice notification email and hit SEND
5. The recipient/s receive an email notification as shown below. In this email they can click the link to view the Invoice.
Watch our demo video below: