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Assign contacts to an an invoice
Assign contacts to an an invoice

Send emails to separate invoice contacts

Ron Danenberg avatar
Written by Ron Danenberg
Updated over 10 months ago

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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To learn how to configure a workflow for communicate to invoice contacts

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