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Invoice send to linked spouse also & able to pay

CZ1CZ1 Posts: 2

Are we able to add the option to email the invoice to anyone? On top of the client we are creating the invoice under? I have a few clients where the client interacts on the tax return, but then the spouse makes the payments & the client ignores those emails since they think their spouse is taking care of billing.

I think it will be a nice feature to add to be able to email the payable invoice to anyone for that client for anyone to pay. I think it will increase revenue for practitioners & Canopy.

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10
10 votes

Idea Submitted to Product Team · Last Updated

Submitted as part of monthly reporting to the product team.

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