Emailing customer contacts only

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 check box for the intended 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.
  7. On the Main tab, in the Document Distribution Options section, select Contacts Only in the To Email Option field.
  8. Click Save.