Setting up Contacts for Emailing Invoices

Overview

The First step in Emailing Invoices is to configure Email settings on the Department level.

Steps

1. Navigate to the Companies tab.
   
   
2. Open the company record by selecting the Binoculars next to the company name.
   
   
   
   
3. Choose the Contacts tab.
   • This tab may be labeled differently depending on your setup.

   

4. In the Contact list, select the contact you would like to edit by selecting the Binoculars next to the contact's name.
   
   
   
   
5. On the Contact's Edit tab, scroll down to the Emailing Information section.
6. Make sure the Send By field is set to Email.
   • This will enable the rest of the Emailing fields.
7. Complete the following fields:
   • Send From: This is your Accounts Receivable email address.
     • This will populate from the Control Panel defaults, if set.
   • Send To: This is the email address for the contact that receives/processes the invoices.
   • Subject: The subject line of the email.
     • This will populate from the Control Panel defaults, if set.
   • Message: The body of the email message.
     • This will populate from the Control Panel defaults, if set.
   • Grouping: Determines how invoices for this contact are emailed to the contact:
     • One Email for All Invoices - If multiple invoices are being emailed to the contact at one time, BBO will attach all of the invoices to one email.
     • One Email for Each Invoice - When there are multiple invoices for the contact, BBO will email each invoice separately.

   

   

   Note: You can use variables in the email subject and message to auto-populate data in your emails. Select to see a list of available variable or see Using Variables in Email Messages for more information.

   • When using variables, be sure to include the entire variable with the brackets [].
8. Once you are satisfied with your changes, select Save.