The Goal: Add one or more CC email addresses to a member's recurring membership billing so that additional individuals or businesses also receive invoices.
Before You Begin:
- The membership must already be active and associated with a billing contact.
- Have the additional email address(es) ready to enter.
Step-by-Step Instructions
- Navigate to the desired contact's record. Select the Billing Setup tab.
- In the Membership Scheduled Billing section, click the membership for which you wish to add additional contacts.
- Click the Advanced Options check-box to expand the advanced options.
- Enter the Additional Email Addresses in the field provided.
- Click Done.
Common Pitfalls
- Advanced Options not visible: You must click the Advanced Options check-box to reveal the additional email address field — it is hidden by default.
- Multiple addresses: If adding more than one CC address, confirm the expected delimiter (comma or semicolon) used by your system configuration.