Send statements to multiple email addresses

Subscription Accounts Receivable
Regional availability

All regions
User type Business
Permissions

Print or email statements: Run

To send documents to more than one email address, you must have multiple email addresses entered in the customer record.

If you're using email templates and the email template has merge fields defined for the To: field, the email template values override the Deliver to all available email addresses filter.

To add more than one email address to the Customer record:

  1. Go to Accounts Receivable > All > Customers.

  2. Find the Customer record that you want to update.

  3. Select Edit at the end of the row.

  4. Add email addresses to the Email address and the Secondary email address fields.

    If you need to email more than two contacts at this customer, enter multiple email addresses in the secondary email address field separated by a semicolon. For example: name1@email.com; name2@email.com;name3@email.com.

  5. Select Save.

  1. Go to Accounts Receivable > All > Customers.

  2. Find the Customer record that you want to update.
  3. Select Edit.

  4. Add email addresses to the Email address and the Secondary email address fields.

    If you need to email more than two contacts at this customer, enter multiple email addresses in the secondary email address field separated by a semicolon. For example: name1@email.com; name2@email.com;name3@email.com.

  5. Select Save.

To send documents to multiple email addresses:

  1. Go to Accounts Receivable > All > Print or email > Invoices or Statements.

  2. Select Deliver to all available email addresses in the Delivery options section.
  3. Set the other criteria as needed, and select View.