Customer Contacts

Multiple contacts can be set up for any customer record.

  1. When editing an invoice, click the person icon to the right of the customer name.
    A contact dropdown appears just above the customer name.
  2. Select a contact from the list.

How to add a new contact to a customer

  1. Go to Setup > Customers.  Look up the customer then click to edit.
  2. Click the Contacts tab.  Any existing contacts will be listed.
  3. Click the New Contact button.
  4. Enter the contacts details, then click Save Changes.

How to remove a contact from an invoice

  1. Click the Options button on the top right of the invoice page.
  2. Click Remove Contact.

How to include contacts automatically when emailing invoices

  1. Edit the Customer details.
  2. Click the Contacts tab.
  3. Edit or add a new contact.
  4. In the contact details page, click the checkbox "Include this contact as a recipient when emailing invoices and statements."
  5. Click Save New button.
    When emailing an individual invoice the contact is automatically included.  Also, when bulk emailing invoice and/or statements, the contact is also included.  You can include as many contacts as you like.   

Did this help?

Powered by HelpDocs (opens in a new tab)