Dear Support,
When tagging bank receipts from a customer, I usually tick the box to send a confirmation of the invoices that are being tagged. The remittanace is being sent to the customer’s “sales” email address and I could do with it being sent to their “accounts” email address. Have looked into amending the custom email templates for that individual customer but cannot see a way of amending where the remittance is sent to. Is this available and I’m just not seeing it?
Hi @Bagpipe
Unfortunately there isn’t an option for this at the moment, however, I have converted this into a feature request for you.
Feature requests are regularly monitored and if there is enough interest in them the development team will look into the feasibility of implementing them.
Thanks @QFSian …I hope others vote for it because it just looks so professional when you provide a remittance to the customer (especially when it’s the correct dept/person)
HI @QFSian …one of my clients (well done to Kate) has found a workaround to this problem as follows:-
When tagging the bank receipt from the customer, do not elect to send a confirmation remittance at this stage. Once the receipt has been tagged and allocated to the customer invoices then go to Sales>View clients…choose the client…View>All Payments (far right, adjacent to relevant payment date - click “View Details” >Send Payment Received email and then…select the relavant email address
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