Hi All,
I have a customer that want to have their statements send to a specific email address. When I send the customer statement it send it to the Account Email? What am I doing wrong?
Thx
Dries
+13Email will come from the below configuration
Navigate the email template and update the field data mapping as per the requirement
| https://community.acumatica.com/configuration-225/how-to-configure-the-usage-of-notification-templates-312 |
Acumatica Functional Consultant & Customer Experience Supervisor
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+11I tried testing and encountered the problem as you described. Even though I selected "Contact" as the Recipient but the Email Activity screen chose to send to "Email Account"
I'm looking into the cause.
Best Regards,
NNT
I have devoted my time and deep passion to Acumatica! đ https://www.linkedin.com/in/truongpham80
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+19Hello
Are you trying to direct the Statement email for a single Customer to a different Contactâs email address? Or are you trying to re-configure to what email Acumatica sends ALL customer Statement emails?
To direct one Customerâs Statement to a different Email from the default, use Mailing tab of the one customer record:
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
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I am running into a similar challenge. I need to change a single customer to have invoices sent to different email then statements, and I canât seem to overwrite the Customer Classes setting.
Were you able to find a solution?
Thank you!
You need to have the override button selected on the mailing ID line.
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