Overriding Email for Customer Statements in Acumatica
This video explains how to override email addresses for customer statements in Acumatica.
Challenges
When sending customer statements, the system defaults to the receiptor’s email ID even when a different email contact is entered.
Solution
- Locate the Billing Contact Type: Go to the customer record and find the billing contact type section.
- Deactivate the Default Contact: Uncheck the ‘Active’ checkbox for the default contact row.
- Activate a Different Contact: Select a different contact row and mark it as active.
- Save Your Changes: Once the changes are saved, users can override the email ID and send customer statements to the desired email address.
Benefits
- Flexibility: This solution allows users to easily override email addresses for customer statements, providing greater flexibility in communication.
- Accuracy: By ensuring that statements are sent to the correct email addresses, this solution improves accuracy and reduces the risk of errors.
- Improved Customer Service: Sending statements to the preferred email addresses enhances the customer experience and improves overall satisfaction.
Note: This solution is based on a specific scenario encountered by a consultant at Tayana Solutions. While it provides a general approach, specific steps may vary depending on the Acumatica version and configuration.