Can a customer be set up with invoice only email and statement only email.
A customer has requested using 2 seperate emails (large business) so as not to double up everytime an invoice is sent. They only want AP to receive statement and their invoicing department the invoices.
Answers
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Not to my knowledge - workaround would be to print the statement to pdf and email as attachment from email program
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Thanks Kris. I'm surprised such a basic feature isn't available.
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There is an option for a 2nd email address but that would mean both departments would receive all emails
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You're right Kris and that's where the problem is they've asked they don't keep getting doubled up with the same invoices all the time. I'll just have to manually email them a pdf during EOM.
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@Nebgarbrooke Another workaround option leading on from what Kris said ... is to have one (eg the main invoicing department) email address in the Customer Email field & the AP one in the cc field. Have your Preference under Online set to Display each email before sending & just delete the unwanted email address on it each time.
Not a perfect solution but do-able ... 😬
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