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Fusion Ideas Portal
Status Future consideration
Categories Billing
Created by Guest
Created on Sep 30, 2019

Default to primary contact when sending invoices

When I send an invoice, have the drop-down default to the primary contact and their email address. We usually always send it to the primary contact and it would save some time and clicks if it defaulted to the primary contact.
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  • Guest
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    Nov 13, 2019
    I would like to be able to have the contacts show up as checkboxes when choosing the email addresses. Then if there was a primary one that I used a lot, it could stay checked by default AND if the family wants all invoices send to both primary and alternated contact, there could be 2 boxes that stayed checked as the default