This new feature will allow you to set up individual contacts against each customer to also be sent invoices, statements or reminders.
This feature is only available to sites on a monthly SMP plan
- To set this up, edit the customer and go to the ‘Contacts’ tab
- Select the contact you wish to email invoices/statements or reminders to, then click the new button displayed below to the right of the ‘receive email’ tickbox:
- When you click this button you will be presented with the following window which allows you to define which forms you want to be sent to this customer:
- In this example, the selected contact ‘Dianne’ will also be emailed invoices, credit notes and statements that are emailed to the customer ‘Aranui Systems’.
- Click Save to save the changes
IMPORTANT NOTE: All emails will continue to be sent to the main email address defined on the details tab and if there is no email address defined there and no tick in the ‘send email’ box then no emails will be sent to this customer or any of its contacts
