Matters in Curo365 come by default with a field for Billing Recipient, shown below. This field decides who will receive any Emailed Invoices.

But what if you need more than one person to receive the same Invoice and you *DON’T* want to use the Split Billing feature (discussed here)? In cases like this, you’ll need to add a Connected Contact in the Role of Matter - Additional Bill Recipient. For a more general Guide on Connections, click here, but specifically for adding Invoice Recipients, start by clicking the Related tab and Connections.

Then click + New Connection.

For this feature, the magic happens in the Connection Role, but first, you need to click the magnifying glass in the Name field and choose the Contact that you’d like added as a Billing Recipient.

Then, in the As This Role field, click the magnifying glass and type in Matter. The only option you should receive will be Matter – Additional Bill Recipient, so click that.

Once done, click Save & Close. From here, you can click + New and create more Connections/Invoice Recipients if you need to.

And that’s it! From now on, anytime you Generate and Email an Invoice that originates from this Matter, it will go to the initial Billing Recipient and any Connections that have the Role shown above.