Emailing invoices
The PRINT/EMAIL window when selected , then the "To be Emailed" tab, within this window there is only one email address avaiable, this window would be more useful if you were able to add a second e...
Forum Discussion
Hi, Pasta5955. Thank you for bringing this to our attention and welcome in the Community Forum.
We understand the importance of efficiency in managing multiple email addresses for invoicing and statements. Your suggestion to add a second email address field within the "To be Emailed" tab is duly noted. We'll certainly consider this enhancement for future updates to streamline the process and save time for our users. Your feedback is invaluable in helping us improve our software.
Cheers,
Hannah
NMackin
Good morning,
i have seen this answer to this question several times over the last year. are you any any closer to having a fix for this issue. we have more and more customers asking for invoices and statements to go to different emails. it make processing invoices and statements for these customers very time consuming.
Thanks
Jenny
Hi there NMackin,
When emailing invoices and statements, you can type the additional email addresses in the Email Address field that's separated by a semi-colon. Aside from that, to have those additional email addresses show up automatically on the To Be Emailed window, just add the email address from the Customer or Supplier card. Below are the steps you can follow:
- Card File.
- Cards List.
- Click on either Customer or Supplier, and then select the correct card.
- Under the Profile tab, you'll see the Email field. Simply enter the email addresses separated by semi-colon.
Best regards,
Doreen
thank yo for that, however that is not the question that has been asked. customers want their invoices and statement sent to different emails. their systems do not accept statements to invoice emails (normally an automated system that opens invoices only. statements need to go to their accounts department. i have noticed that this issue has been asked about a=on many occasions and they all get the same answer, we will look into that. have you looked into setting up a field for statement emails.
Hi NMackin,
As one of our moderators mentioned, when emailing invoices and statements, you can type the additional email addresses in the email address field, separating them with a semicolon. Additionally, to have these email addresses appear automatically in the "To be Emailed" window, you can add the email addresses directly in the customer or supplier card.
Regards,
Sai
