Our scenario is slightly different but nonetheless I'm adding to Jo Russell's idea because our requirement is also the "ability to change invoice reminder to different email address".
We sell to different departments in the client’s company and send invoices to specific persons in each department e.g.
- Invoice 123 to Person A
- Invoice 246 to Person B
- Invoice 789 to Person C
We would like invoice reminders to be sent to the person who received the original invoice instead of the primary contact. This article states that we can include other contacts as recipients (https://central.xero.com/s/article/How-invoice-reminders-work) but this doesn’t work for us because everyone will also receive invoice reminders meant for others.
We need a way to change the emails of recipients so that:
- Reminders for invoice 123 goes only to Person A
- Reminders for invoice 246 goes only to Person B
- Reminders for invoice 789 goes only to Person C
Our scenario is slightly different but nonetheless I'm adding to Jo Russell's idea because our requirement is also the "ability to change invoice reminder to different email address".
We sell to different departments in the client’s company and send invoices to specific persons in each department e.g.
- Invoice 123 to Person A
- Invoice 246 to Person B
- Invoice 789 to Person C
We would like invoice reminders to be sent to the person who received the original invoice instead of the primary contact. This article states that we can include other contacts as recipients (https://central.xero.com/s/article/How-invoice-reminders-work) but this doesn’t work for us because everyone will also receive invoice reminders meant for others.
We need a way to change the emails of recipients so that:
- Reminders for invoice 123 goes only to Person A
- Reminders for invoice 246 goes only to Person B
- Reminders for invoice 789 goes only to Person C