emailing invoices and statements to different addresses

Sandy CraigSandy Craig Member Posts: 6

Hi,

I am increasingly asked by larger companies to email invoices to one email address and statements to another. I have told them I can only CC the other in and they will receive both, however, some of the companies don't like this and have stipulated we only send one invoice to the invoice processing department and one statement to the payable processing department. Which from what I can see means I have to do this manually each and every month and hope I don't forget. Any suggestions?

Comments

  • ZappyZappy Accredited Partner Posts: 4,603 ✭✭✭

    There are none. I have never had this request in twenty years. It sounds perverse. Why cannot the client do this himself? Does he need everything done for him? Sounds a tad lazy.

  • Sandy CraigSandy Craig Member Posts: 6

    I agree Zappy, but these big companies can be a law unto themselves. In saying this, this is the second request I have had in the past week, and the 3rd in 2 months - however, the others was happy to be just CC'd in on the invoice and statement.

  • ZappyZappy Accredited Partner Posts: 4,603 ✭✭✭

    Sandy then they need to think outside the square. You can set up a rule to do this in Outlook.

  • Sandy CraigSandy Craig Member Posts: 6

    Thanks Zappy, That was the only thing I could think of but was hoping there was another way in Reckon. Thanks for your help.

  • ZappyZappy Accredited Partner Posts: 4,603 ✭✭✭

    Well round here we say hoping doth butter no parsnips. I'm glad we found the solution.

  • ColonialWallsColonialWalls Member Posts: 10

    Could you maybe set those companies up as a different customer type, then when you come to do statements, select them separately? eg, we have Trade, Wholesale & 'R'. I'd do one that was maybe R / S & just edit the email address when I sent them.

  • Sandy CraigSandy Craig Member Posts: 6

    Thanks ColonialWalls. Appreciate your thoughts. There are a few ways around it obviously, I just need to work out which one will be the most simple.

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