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Assign contacts to an an invoice

Send emails to separate invoice contacts

Kolleno Support avatar
Written by Kolleno Support
Updated this week

Kolleno has the ability to assign an a contact to a specific invoice.
This allows you to send communication to different contacts per invoice via an automated workflow.


Assign invoices to contacts

To assign a contact to an invoice

  1. Go to the specific customer in question,

  2. Select the invoice tab

  3. Hover on the invoice you want, and click the elipssis from here click the assign to contact

  4. You can now select any external contact saved on this customer.
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When you select an invoice while composing a manual email, Kolleno will also display the contact(s) assigned to that invoice at the top of the email communication screen.

This makes it easy to confirm which recipient is directly linked to the invoice and ensures your message reaches the right person without needing to search through the full customer contact list.
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To learn how to configure a workflow for communicate to invoice contacts

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