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 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
how does this send the statement to a separate email without sending it to the invoice email too. The email that gets the statement does not want all the invoices. as far as i can see doing this will send everything to both emails.
Hi NMackin,
When sending invoices or statements, you can easily update the recipient's email address. In the email field, simply delete the existing email address and type in the new one you'd like to use. Once you've entered the desired email address, you can proceed to send the document as usual.
After doing so, you may see a message that says, 'The email address is different from that stored in the card file. Would you like to update the card file?' Just click No to proceed without updating the card file.
Regards,
Sai
