We have several accounts where the invoice needs to go to multiple email addresses. Is there a way of setting that up permanently in the customer record? The addresses are present but the email only goes to ‘primary’ without intervention. I’m probably missing something simple here!
Hi Andy, Thanks for your comment! Yes, you can send invoices to multiple email addresses by adding additional contacts to a customer and tagging them with the Receives invoice emails tag.
Invoices can be sent to:
- The primary customer organisation email
- Any contacts on the customer with a primary email set
If you set up a contact with a primary email address set and tag them with Receives invoice emails tag, this will mean that when an invoice is raised, then both the primary organisation email and contact email will receive a copy.
Our Auto-email documents guide discusses this further. I hope this helps, and let me know if you need anything else! Cheers!
Hi Ben, thanks for your reply and the link to the associated docs. I’d completely missed the hierarchy between the organisation and contacts and we have all our email addresses for customers in the main organisation/customer record where they can’t have tags added. I can sort this now I know how to add that tag.