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How do I include a customer's sales rep on their emailed invoice?

  • October 24, 2025
  • 5 replies
  • 48 views
sarahbibelhausen
Freshman II

We are trying to figure out how to bcc a sales rep for the specific customer when the customer gets an invoice emailed. We’ve tried using contacts without a lot of luck and our VAR most recently recommended this. Any other thoughts / suggestions? 

 

These reps are assigned as the salesperson for the customer and do have an email in Acumatica. It mostly seems like a challenge of tying that email to an email template for an invoice. 

 

Has anyone tried sales territories for this?

Best answer by PaulMainard55

Hi ​@sarahbibelhausen - have you tried updating the “Mailing Settings” tab in the customer record?  I don’t get a lot of requests for this, but it does come-up and this  tab in the Customer master screen is designed for this.  Again, since this is often a phase 2/phase Z request, it’s not often that we get into this during our implementation, but you might want to give this a try.  Let us all know how it works for you. 🙂

 

 

5 replies

PaulMainard55
Captain I
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  • PaulMainard55
  • Captain I
  • Answer
  • October 24, 2025

Hi ​@sarahbibelhausen - have you tried updating the “Mailing Settings” tab in the customer record?  I don’t get a lot of requests for this, but it does come-up and this  tab in the Customer master screen is designed for this.  Again, since this is often a phase 2/phase Z request, it’s not often that we get into this during our implementation, but you might want to give this a try.  Let us all know how it works for you. 🙂

 

 

Chris Hackett
mohammadnawaz51
Jr Varsity I
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​@sarahbibelhausen You can add Sales person as an employee and update the settings in customer screen as suggested by ​@PaulMainard55 

 

https://www.acumatica.com/acumatica-marketplace/global-payex-ap-accounts-payable-automation-solution/
Chris Hackett
PaulMainard55
Captain I
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​@Chris Hackett  - Not that I’m too fussy, but why does ​@mohammadnawaz51 get create for providing the “answer” when he regurgitated my post?!?  Can we get the replay assistant to assess the “on the field” ruling? 😆  Heck - even ​@mohammadnawaz51 gave me credit.  Not fair! 😉

Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • October 30, 2025

Hi ​@PaulMainard55  - It would appear the OP marked the answer. I’ll change but ​@sarahbibelhausen let me know if you disagree. 

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
sarahbibelhausen
Freshman II

​@Chris Hackett I agree :) Credit where credit is due ​@PaulMainard55!

Chris Hackett
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