Emailing customer bill to

You can send the billing invoice exclusively to a specific customer bill to. The document is emailed to the Bill To that was selected during invoice processing. 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 Billing tab, in the Document Distribution Options section, select the Email check box for Billing Invoice.
  4. In the To Email Option field, select from these options:
    • Bill To Only: The output document is emailed to the selected Bill To address from the Invoice Options tab of the billing invoice.
    • Bill To And Contacts: The output document is emailed to the selected Bill To address from the Invoice Options tab of the billing invoice, and to any other selected contact email addresses.
    Note: If the selected Bill To does not have an email address, the document is emailed to the company customer’s email instead.
  5. Click Save.

    The selected recipients are set as the recipients of the documents.