Does the Billing Contact receive a copy of the Annual Statement?

Question

When an Annual Statement is sent out for signing would the Billing Contact receive a copy of the Annual Statement?

Answer

No, only the Signing Contact will receive the Annual Statement. The Billing Contact will only receive an email when the payment reminders go out. In order for the Billing Contact to receive the Annual Statement, the Billing Contact's email would need to be entered in the 'Copy to' section when sending out the Annual Statement for signing.

Annual_Statement.jpg

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request