On the Sales Orders and Invoices modules you will find a Contacts subtab. By clicking on that subtab, you will see any additional linked Contacts, and also a Select Contact button that allows you to associate other Contacts with the Sales Order/ Invoice.
This feature allows you to link more than one contact to a Sales Order or Invoice and to include them on emails sent if there is no Billing Email set. This works with standard emailing, email plans and scheduled emails and automatically generated invoices (see note regarding this below)
Enabling the Feature
This feature can be configured using the following settings:
Settings > Additional Settings > Sales Order Settings:
Email all linked contacts when emailing a Sales Order - if this is enabled and there us no Billing Email on the Sales Order (or regardless of billing email if the setting "Send sales orders to billing email by default (then contact, then company is OFF), then when emailing a Sales Order, it will be sent to the primary contact on the Sales Order and all linked contacts. If there is a billing email and the setting Send sales orders to billing email by default (then contact, then company is ON, this feature is overridden by this and the sales order is sent to the billing email only. You can use the following CC setting however, to copy other contacts in to the email.
Email CC all linked contacts when emailing a Sales Order - if this is enabled, the Main Contact will be listed in the To field , and all additional Contacts will be included on the email in CC. In the case where there is a billing email and the setting "Send sales orders to billing email by default (then contact, then company)" is ON, the sales order will be sent to the billing email, and the sales order primary and linked contacts will all be in the CC.
Settings > Additional Settings > Invoice Settings:
Email all linked contacts when emailing an Invoice if no billing address is available - if this is enabled and there us no Billing Email on the Invoice, then when emailing an invoice, it will be sent to the primary contact on the invoice and all contacts additionally linked to the invoice (in the "To" field). If the invoice has a billing email, then this overrides this feature and the email is sent to the billing email only. You can use the following CC setting however, to copy other contacts in to the email.
Email CC all linked contacts when emailing an Invoice - if this is enabled, and there is a billing email, the email is sent to the billing email and CC'd to the primary contact on the invoice and also any additional linked contacts. If there is no billing email, it will be sent to the primary contact and all additional contacts will be CC'd.
Automatically generated invoices and invoices converted from Sales Orders
When invoices are being automatically generated and sent via the Automated Invoicing feature, or when you are creating invoices by converting them from an existing sales order, the contacts are not automatically copied from the sales order to the invoice, and so the feature to send the invoice created to linked contacts will not work as expected. You can enable the copying of any linked contacts from the sales order to the invoice which is created from that sales order by turning on a further additional setting "When converting to an Invoice copy the linked Sales Order's linked Contacts"
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