Sending Sales Ledger Statements and Invoices to Different Email Addresses

The ability to send sales ledger statements and invoices to different email addresses can be configured within the account settings, ensuring that communications reach the appropriate recipients.

Steps to Configure Mailing Lists:

1. Access the Account Settings:

   • Navigate to Accounts > Sales Ledger.

   • Load the relevant account.

2. Enable the Mailing List:

   • Go to the Terms tab.

   • Tick the option Enable Mailing List.

   • Set the following options to Yes:

     • Send Statement

     • Copy Invoice with Statement

3. Add Email Addresses:

   • Click Add next to the Mailing List dropdown.

   • Add one or more email addresses to the list. This is particularly useful for businesses without a dedicated accounts email, as it allows multiple individuals to receive the communications.

4. Verify Email Address in Details Tab:

   • Switch to the Details tab.

   • Ensure the Send Statements option is ticked.

   • Confirm that a valid email address is present.

How the System Uses Email Addresses:

• Invoices: Sent to the email address specified in the Details tab.

• Statements: Sent to all the email addresses configured in the Mailing List.

Benefits:

• Flexibility: Supports multiple recipients, ensuring important financial documents reach the right people.

• Efficiency: Automates the process of distributing statements and invoices, reducing manual effort.