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Multiple Companies within 1 Tenant with different email address

  • 30 January 2023
  • 4 replies
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I have a site operating 10 companies within one tenant.     They want to send their invoices /statements from an email address relating to the relevant company.   Within the notification template they can only set one email account which is not company specific.    Anyone came across this with a solution ?

 

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Best answer by Ellie 31 January 2023, 21:23

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Hi @juneterris87 

You can define this on the customer or customer class Mailing & Printing tab.

Let me know if you have any additional questions.

Best,

David Eichner, CPA

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Thanks @DavidEichner for your response but that wont work as for example an invoice could be raised for a customer who is linked to a class but used by any one of the 10 companies

  

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@juneterris87 You can add the same mailing ID (INVOICE in this case) multiple times, and define a different branch (in this screen, a company is considered a branch) with a unique Email on each record.
You can do this on the customer class or individual cusomter.


 

 

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Thanks @ellie just tested and that works happy customer :)

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