Client contacts: Keep the right people on billing emails
Named client contacts and CC/BCC recipient handling help keep billing messages connected to the people who need them.
The client is not always the recipient
Keep named contacts with each client, with names alongside email addresses in billing recipients. It is a small detail that makes the next invoice's recipient list easier to review.
Client billing often involves more than the person who approved the work. Someone in accounts needs a copy. Another person may need visibility without becoming the main point of contact. CC and BCC contact types make those distinctions part of the client record.
We wanted those details to live with the client rather than depend on whoever happens to prepare the next invoice. A name alongside an address also gives you something more useful to review than an anonymous list of emails.
Include accounts without rebuilding the list
For a studio working with a larger client, the project lead may remain the main contact while the accounts team receives billing copies. Save the relevant contacts and choose their recipient types before the next invoice goes out.
Start by reviewing one active client's contacts. Confirm each address, check whether CC or BCC is appropriate, and remove people who no longer need billing information. Recipient lists are worth checking whenever your client's team changes.
For reusable billing instructions beyond the recipient list, see client payment terms and notes.