Different email address for reminders?

Question asked by Paul Green 7 years ago

Hi to all, we have multiple clients moving over to automated invoice processing, where the only thing that can be sent to the invoice email address is the invoice itself. Is there a way within CB to tell it to use a secondary email for account correspondence?

3 Replies

Hi Paul,

There is an email option which can be found in Settings > Configure Systems > Invoice themes > Preferences and enable 'invoice multiple contacts'. However, just to note, it will not work for auto sender. Once enabled, you can create a new invoice, select a customer and click on edit, there will be an option to add additional contacts as shown below: https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/5036251/F2K54MsGL6IyvvE/upload.png

Also, when creating a new invoice you will see three new dropdown boxes where you can select multiple contacts, please see below: https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/5036251/6aTidP3U4GPTeMG/upload.png

I hope this has been helpful!

Thanks, Tommy

Hi Paul,

There is although do you use the automated reminder email feature in Clear Books or just send emails manually as and when needed?

We do use the automated reminders.

Hi Paul,

There is an email option which can be found in Settings > Configure Systems > Invoice themes > Preferences and enable 'invoice multiple contacts'. However, just to note, it will not work for auto sender. Once enabled, you can create a new invoice, select a customer and click on edit, there will be an option to add additional contacts as shown below: https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/5036251/F2K54MsGL6IyvvE/upload.png

Also, when creating a new invoice you will see three new dropdown boxes where you can select multiple contacts, please see below: https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/5036251/6aTidP3U4GPTeMG/upload.png

I hope this has been helpful!

Thanks, Tommy

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