Minor Clients - How to send billing related emails to both parents automatically?

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Julie Hennessey, M.S. CCC-SLP

• August 03, 2022 19:51

All of our clients are minors, I can't seem to find this in the software.

How do I set it up so that Simple Practice send billing related emails to BOTH parents  (aka contacts) automatically?

Thank you so much!
Julie 

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  Sara

  • August 04, 2022 18:32

  Hi Julie,

  Billing documents are sent to the contact who is set as responsible for billing. This means only one of the contacts can receive billing documents and if you would like the second contact to receive these documents you will need to either send them manually or have one contact manually send the documents to the other contact.

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