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Print Invoice and Memos - Customer class not populating contacts

  • November 30, 2022
  • 3 replies
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ketiller
Jr Varsity III
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Hello,

We are attempting to use the “Print Invoice and Memos” screen to send out a large number of invoices at the end of the month. We have the customer classes set up in the AR preferences to send the invoices to specific contacts (Screenshot below). when we processed the invoice through the “print invoice and memos” Screen, it was only sent to the primary contact. I have attached another screenshot of Customer mailing preferences. 

Are we missing a step to use this for this customer class?

AR preferences > Customer Classes

 

Customer Mailing and printing settings: 

 

Best answer by ketiller

@rsternberg96

Thank you for the response, still not getting the correct result, unfortunately.  Attached are some screenshots that will hopefully help troubleshoot further. 

Thank you!

​​​​​​​Screenshot 1: Customer Class setup

Screenshot 2: Customer mailing & printing setting 

Screenshot 3: Account Receivable Preferences

Screenshot 4: Test Email results

 

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Robert Sternberg
Captain II
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Hi @ketiller 

 

Please try to update your Customer Class (and any overridden Customers) with the Override Recipients option in the Recipients column.  

 

 

Robert Sternberg, Crestwood Associates -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
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  • Chris Hackett
    Chris Hackett
ketiller
Jr Varsity III
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  • ketiller
  • Jr Varsity III
  • November 30, 2022

@rsternberg96

Thank you for the response, still not getting the correct result, unfortunately.  Attached are some screenshots that will hopefully help troubleshoot further. 

Thank you!

​​​​​​​Screenshot 1: Customer Class setup

Screenshot 2: Customer mailing & printing setting 

Screenshot 3: Account Receivable Preferences

Screenshot 4: Test Email results

 

P
Jr Varsity II
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  • patrickACA
  • Jr Varsity II
  • December 23, 2022

@ketiller we are experiencing the same issue. In our case we have a bunch of child accounts consolidated to a parent billing account and we want the Customer Class printing and mailing settings to override all the child account recipients and send emails with the invoices to the parent billing account email which is what we have set up in the customer class printing and mailing preferences.  All the child accounts share the same customer class as the parent billing account.  

 

Any thoughts on what we are missing Community?  

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