Invoice Recipients

When you Create Invoices in Karmly, the recipients will be automatically populated based on settings throughout your account. 

Karmly can be customised to send your invoice to as many or as few recipients as you require. The default recipients will be:

• Any email addresses listed in the Billing Email Address on the Client record
• Any Contacts who have Billing Recipient ticked on any placements included in the invoice

To set the Billing Email Address on the Client go to Manage > Clients. Multiple email addresses can be entered, separated by a semi-colon (;).

Alternatively, you can set the Contact on the Placement to be a Billing Recipient. Under Manage > People, click on their record and tick Billing Recipient. 

It's important to note that Billing Recipients will receive a copy of all invoices relating to their placements, even if other placements are included in the invoice that the Contact isn't related to. 

Once this setting has been ticked on the Contact's record, each of their placements will be updated accordingly. This setting can also be adjusted for each Contact directly on each of their placements, if they have any placements which should differ from their default setup. 

You can also add additional recipients manually during the draft invoice creation, if needed. Simply type the recipient email address and click the green +.

To remove a recipient from an invoice, click the grey x beside the recipient. 

When the invoice is Sent, a single email will be generated to all recipients, so each recipient will be able to see other recipients on the email. The subject and contents of the email can be managed using your Client Invoice type message template under Manage > Templates > Message Templates. Learn more about message templates here.