If everything goes to one personal inbox, messages can be missed when that person is away. Adding a second email — a shared finance inbox is ideal — means the whole relevant team sees the alerts that matter.
What you can route
- “Your statement is ready” and year-end summary notices.
- Upcoming-collection reminders and failed-payment alerts.
- General servicing messages about the account.
How to add it
Go to Account > Contacts & notifications and add the extra address as a notification recipient. Receiving copies is separate from having a login — an inbox that gets alerts can’t change anything unless the person also has a user role. Use a monitored shared address such as accounts@yourcompany rather than one individual’s personal email so cover survives staff changes.
Most of this is self-service in your customer portal, which is the fastest route and available at any time. Where a change needs our team to verify it, we say so and give a realistic turnaround so you can plan around it.
See also: Changing the primary contact email, Managing your notification preferences, How to add a backup contact.