Email documents to different contacts (invoices to purchasing etc) #102

New issue

Open

opened 2025-02-04 03:17:57 -08:00 by kzrl · 0 comments

kzrl commented

2025-02-04 03:17:57 -08:00

Contributor

Tax Invoices to Accounts Department Emails and quotes , OAs , PL, TI cc capability to others in organisation
this was requested several years ago but I cant find it on the list
When we send a Tax invoice to a customer - it goes to the original contact. It does not go to the accounts department of the customer on the invoice unless we change the contact in the system - which then we lose the original contact.
We want to be able to send the tax invoices to additional emails through the system (especially to the customer accounts department)
At the moment we have to go into the sent file and then forward every invoice to the customer's account contact manually
We get numerous complaints from customers of why we do not send our invoices to the correct department.
we need to also be able to cc others in an organisation for sending the quotes and Pos and Oas

4. Tax Invoices to Accounts Department Emails and quotes , OAs , PL, TI cc capability to others in organisation this was requested several years ago but I cant find it on the list When we send a Tax invoice to a customer - it goes to the original contact. It does not go to the accounts department of the customer on the invoice unless we change the contact in the system - which then we lose the original contact. We want to be able to send the tax invoices to additional emails through the system (especially to the customer accounts department) At the moment we have to go into the sent file and then forward every invoice to the customer's account contact manually We get numerous complaints from customers of why we do not send our invoices to the correct department. we need to also be able to cc others in an organisation for sending the quotes and Pos and Oas