How can I add more than one Contact Person/Email to an invoice?
The best way to do that is to send the invoice to one recipient and then resend the invoice while selecting another recipient.
Create new contact
Here's how to create a new contact in Sunrise by Lendio. Click "Create new" from the bottom of the select menu. A new screen will pop up. Select whether your customer is a Company or an Individual at the top of the screen. If you want to be able to ...
Creating your 1st Sunrise invoice
So you are getting started with Sunrise. You've completed all the setup and you're ready for your first invoice? Well, let's get started. Go to the Invoices home page Some quick notes about the Invoices home page. See the five sections below? They ...
Variables for Recurring Invoices and Email Templates
Use these variables to automatically populate default emails or recurring invoices. With subscription invoice variables, you do not have to manually update subscription invoices with, for example, week number, month name, and more. This means that ...
How to Print, Email, Send or Edit Invoices
How to Print, Email, Send or Edit Invoices Once you approve your invoice, you’re greeted with a new set of tools that you can use to edit the invoice after its creation. We will examine all the key features of an invoice so you’ll be an expert in no ...
Editing a recurring invoice
Making sure your recurring invoices are up to date is crucial to maintaining your relationship with your customers. No one likes receiving an unexpected invoice! If you need to make changes to future scheduled invoices, you can edit the recurring ...