Who get's emailed Invoices, Reports and Quotes?

Article author
Maddison Taubert
  • Updated

We can see why creating clients can be sometimes difficult especially when you have different contacts needing different emails sent to them.

 

Setting up your client:

 

We have four sections on the client page that are very important when setting up where and who gets invoices, reports and quotes.

Primary contact, Billing preferences, Quoting preferences and Report preferences section:

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If the Primary contact has a name and an email and no other email is specified in the Billing or Report preference sections - every report, invoice and quote will be sent to the Primary Contact email, addressing the primary contact.

If you would like a different contact/email to be sent invoices, not the primary contact specifed - Within the Billing Preferences, add an email, the contacts name under 'Attention' and make sure 'Send via e-mail' is ticked. 

If you would like a different contact/email to be sent all reports, not the primary contact specified - Within the Report Preferences, add an email, the contacts name under 'Attention' and make sure 'Send report via e-mail' is ticked. 

Same goes for the Quoting Preferences.

If there is an email address in all three of the above sections, the Primary Contact email won't receive any invoices, quotes or reports unless you add them as a CC under each preference.

 

Setting up emails on a property by property basis:

 

With all this being said, if you have other contact's that are specific to a particular property and need to be sent certain email, look no further, We have the solution for you!

Step 1: Find the property in question.

Step 2: Under the contacts tab, click update contacts.

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Step 3: The minimum requirement is that you enter a name and an email address in this next section. 

Step 4: Tick which emails you want to be sent to each contact.

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