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17
Vote

Add Bill Payer email address please

In Business Hub, under Customer Details ,can we PLEASE have a bill payer email field added ? 

Whenever I send out monthy statements I am bombarded by replies from companies asking me to please send invoices and statements their Accounts Department email address. I wish I could, only problem is , I cant! There is only one email address field available per customer account in Business Hub. 

There needs to be at least two. - one for Sales Contact, the other for Bill Payer. If the Sales Contact is the Bill Payer then nothing changes.  

  • But if the Bill Payer email is entered then the software should automatically cc all invoices (not quotes) and only send account statements to the Bill Payer.

By Campbell Fleming on 31 May 2017 Implemented!

Comments


Joshua Mills says:

There are many other suggestions for the same basic idea, if the votes were combined this would be a very popular idea. I think this particular idea is best but just the addition of a second email would at least help as this is very necessary to get PAID. Please look into this idea.
By Joshua Mills on 15 August 2018

Greg Pentland says:

Hi, We are looking at getting this added for 8.010 :) Cheers, Greg
By Greg Pentland on 22 January 2019

Greg Pentland says:

8.5 also contains the company feature , where you can assign multiple contacts to a company , and indicate which contact is the bill payer.
By Greg Pentland on 12 August 2019