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How do I send invoices and statements to multiple customer email addresses?

  • April 18, 2024
  • 2 replies
  • 410 views

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We have several customers that have 2 or more AP people and they want their invoices and statements emailed to multiple customer email addresses. How and where do we set this up?

Best answer by Laura03

Hello,

Add additional AP people on Contacts tab of Customer Profile, then add more Recipients in the Mailings tab of the Customer profile record.

Laura

2 replies

Laura03
Captain II
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  • Captain II
  • Answer
  • April 18, 2024

Hello,

Add additional AP people on Contacts tab of Customer Profile, then add more Recipients in the Mailings tab of the Customer profile record.

Laura


Jeff96
Captain II
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  • Captain II
  • April 18, 2024

Add more emails in the email tab on the billing tab, separate the emails with a ;