Receivables email recipients

The default recipients of the output documents in Receivables are the company customer’s email address and the company customer contact’s email address, if any. This list shows the output documents:

• Receivable Invoice
• Receivable Statement
• Basic Dunning Letter
• Advanced Dunning Letter
• Payment Request Notice
• EFT Notification Print
• Payment Receipt
• Prepayment Receipt

You can send these output documents exclusively to the customer contacts assigned to each company customer. The primary email address of the company customer is not included in the recipients. Use these steps to enable this feature:

1. Sign in as Receivables and select Customers.
2. On the Company Customers tab, open or create a record.
3. On the Main tab, in the Document Distribution Options section, select the Email and Email Customer Contacts Only check boxes for each document.
4. On the Contacts tab, open or create a record.
5. In the Document Distribution Options section, select the Email check box for each document.
6. Click Save.