Customers: Invoice Email Addresses

Within the Accounts tab of the customer record, it is possible to set a default email address which is used when producing invoices within Protean. This email address will take effect for all invoices produced for the customer, whether they are generated manually or via the batch invoicing routine.

The email address can either be a single address set across all of a customer’s sites, or to hold a different email address for each site.

  • Single Address For All of a Customer’s Sites – Within the accounts tab of the customer record, choose to Email Invoices to Customer and input the Email Address.

  • Different Address for Each Site – Within the accounts tab of the customer record, choose to Email Invoices to Site and input the Email Address for this location.

    You can then enter an email address for each site belonging to that customer.

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