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Overview
By default, invoices are sent to a member's primary email address. However, you can set up your invoice templates to automatically send a copy to a second email address, such as an office administrator or a finance department.
Note This feature currently only works for individual profiles. It is not available for organization accounts, as they only have one email field.
Step 1: Choose or create an email attribute
First, decide which email field (attribute) the system should use for the second copy.
- If you already have an existing field like "Assistant Email," you can use that.
- If you don't have a secondary email field yet, go to Database > Attributes and click Edit Settings next to the Email Address section to add a new one.
Tip If you create a new field, name it something clear like "Secondary Invoice Email" so members know exactly what it’s for when they update their profiles.
Step 2: Update your invoice templates
Once your email attribute is ready, you need to add it to your invoice templates.
- Navigate to Financial > Invoices.
- Click the Invoice Templates icon.
- Select the template you want to edit (e.g., your "Dues Invoice" template).
- At the bottom right, find the field labeled Send Invoice Emails to Additional Email Label.
- Select your chosen email attribute from the dropdown menu.
- Save your changes.
Important notes on updating templates
- You don't need to select the Primary or Preferred email in this dropdown. The system always sends the invoice to the Primary email by default; this setting is only for the additional copy.
- This setting affects only the template you're editing. If you want all system invoices to go to a second email, you must repeat these steps for every invoice template in your list.
- If you leave this field blank, invoices will only be sent to the member’s Primary email address