Drop down email list for Payment request | Voters

Drop down email list for Payment request

planned

Carla Moriarity

When I want to send a payment request to a customer, I wanted it to go to the AP email not the customer email . Since we enter the billing information and it allows for a different email We should be able to choose which email we’re sending the request to.

February 3, 2023

Vanessa Geesey

Agree, this would be extremely helpful for corporate and contract accounts.

Robert Fisher

Agree, selecting different emails for different requests, not just AP would be great!

Yona Gidalevitz

marked this post as

planned

We are planning to add a drop down!! Coming soon!

Cole Ragsdale

AP Contact per customer is a feature they're releasing come June '23.

Roland

I'd take a level further. Dropdowns for payments or anything message related. Love this idea!

Kayla Kelly

This would be great. Would also add that being able to have different emails get the automated messages when changing the tags on an order would be nice too. We have multiple clients who get their invoices sent to the main contact plus an additional contact (or three) who handle the billing. But I have to go back and send a separate email to the additional billing folks meaning sometimes the main customer email gets mutliples and they get annoyed. Also, when I'm not here, a lot of invoices don't make it to the correct folks so having that option for changing an order status to "complete - payment due" and having that email automate to the billing contacts would be incredibly helpful.