Hello!,
We’re trying to understand the correct process for excluding a specific invoice from being emailed, without changing the overall customer transmittal settings.
Context:
One of our stakeholders received an invoice via email, but the intent was to withhold that specific invoice. Typically, we manage customer transmittal settings under:
Accounts Receivable → Customer Maintenance → Maintain Customers → Doc Transmittal tab
However, we do not want to update the customer setup every time we need to suppress just one invoice.
In this particular case:
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The Contact was set to “DO NOT EMAIL”
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The Form type was “Invoice”
Despite this, the invoice was still emailed.
Our Question:
Is there a recommended method or flag in Sage 500 to prevent a single invoice from being emailed, while keeping the customer’s default transmittal settings unchanged?
We’re looking for best practices or configuration tips to handle one-off invoice exclusions like this.
Any insights would be appreciated!
