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:

• The Contact was set to “DO NOT EMAIL”

• 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!