Email System Document to Multiple Customer Recipients at Once

Email System Document to Multiple Customer Recipients at Once

Overview  

It is possible to email multiple invoices/documents to multiple email address set up on a account, so more than one person receives the email and document.

Configuration

For this happen you need to set up Email Document Types in the company record. When these have been created they act as the 'top level' for the document and will always be used for that document. 

Steps 

  1. Open the company record in Edit mode.
  2. Click Actions and select Email Document Types.
  3. In the popup click +New, select the document type and enter an email address.
  4. Repeat step 3 for each email address the document needs to be sent to.
  5. Repeat step 3 for each type of document you intend to email.

See Also 

The link below shows how to set up email addresses for different document types, like Invoices:

Notes/Caveats 

When using the New button to add a line for each document type, you can add the same document type and add another email recipient. There is no limit on how many recipients you can add to a document type. 
When emailing the document you should then receive a notification to tell you how many email recipients the system has sent the document to.



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