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Question

Contact for Invoices and Contact for Statements

  • May 20, 2026
  • 1 reply
  • 17 views

trying to use a contact for invoices and a different contact for statements. I thought that using the mailing & printing feature within the customer profile would solve this. However, after updating and saving, it does not seem to work. I did generate the statement on demand to test out; not sure if this is the issue. It is the same screen ID of AR641500 that the generated statement is on. It still uses the account email in the general tab, however. That is the one I want for invoices only. 

 

 

1 reply

plambert
Semi-Pro III
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  • Semi-Pro III
  • May 21, 2026

In the Mailings grid, you should change the Recipients column value to ‘Override Recipients’. Otherwise it should be sending the email to both the default and specified contacts.