New invoicing - Update contact with email used when sending
Under the old invoicing, when an invoice was emailed to a client for the first time, the email address used for that first invoice automatically populated the Contact card's email address at the time the invoice was sent.
This meant that if the invoice was unpaid, the reminder would be able to go to the same person who received the invoice.
However the new invoicing doesn't automatically populate the Contact's email address.
This means an extra step is needed to ensure the Contact card is updated.
If this step isn't taken, then the automated reminders don't go out.
Automation is the key to productivity. Having this process change with the new-look invoicing will either create a missing step in our debt collection process or create extra work to fix the missing step.
Jo Russell
shared this idea
Hi Jo, interesting one here as some users would like the contact to be update but also others that wouldn't. It'll be good to get a sense of users that would like to see the contact record updated with the email used when sending from your idea here.
No plans to change this behaviour at present but we'll share if there's any news.
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Jo Russell
commented
@Kelly - perhaps a pop-up question to make the decision at the time would be the solution?
It would have been good to have a pop-up in the new invoicing the first time an invoice was sent where the contact didn't have an email address for user awareness. I only discovered this change in the software's behaviour when I investigated the 'Missing Email' message.