Sending invoices and statements to different email addresses

SOLVED

Is it possible to set multiple email addresses to the same customer. A client wants invoices and statements emailed to multiple addresses and it is inconvenient to have to change the customers contact info when sending statements or to change the autofilled email when sending invoices.

  • 0
    SUGGESTED

    Various Editions of Sage 50 allow setting of 'Ship-To' addresses.  

    I believe it's 2 in Pro, 10 in Premium and 99 in Sage 50 Quantum.

    The 'main' address should be the billing address only, the other shipping addresses are for customer contact.

    This would be handy if your company maintained multiple locations of a chain store, and had to send workorder and copies of invoices to store managers for approval, but be paid by Head Office.

    I was going to get the exact quantities from the help, but... crashed.

  • 0 in reply to RandyW

    a test with 2015 premium, one customer with email1, and a shipping address with email2

    create invoice to customer, with shipping address, still sends email to 'email1', would have expected it to go to 'email2'

  • 0 in reply to Roger L

    That's what I would have expected too.  

    Unfortunately it doesn't work, and the program hung up before I tested that it actually worked.  My apologies.  

    If you want this fixed in time for the 2037 release, you can submit feedback.  

  • 0 in reply to RandyW

    lol - 2037 sounds about right

  • 0 in reply to Smith and Co

    Seeing that changing the ship to email address does nothing I'm pretty much screwed and need to do it manually? Awesome. Good job Sage /s

    Guess I'll submit feedback and hope they patch it sometime.

  • 0 in reply to PatrickW
    verified answer

    My usual suggestion is to put your own email address in as the email recipient, then put something into the message title like "Invoice for Branch 237" or "Invoice Attention Fred at 12 Street Store"   

    If it's something you do hundreds of times a year, you can set up Outlook rules to redirect the emails.  If it's more like a dozen times a year, then you can process everything from your inbox.

    And, once you upgrade to Office 2013, Sage 50 will most likely stop emailing altogether, permanently.  

    Sage Support will refer you to the technical document that explains when it doesn't work.   Microsoft Support will refer you to a technical document that explains more precisely why it won't ever work again.  And Google will help you find various work-arounds and hacks that may work on some systems, but not on others.  

    Hopefully they don't just make it like QuickBooks - while there are unlimited shipping addresses for a customer, there is only a 'main' and 'CC' email address