Set-up separate email address for invoicing a customer

The customer has a general email address but would like the invoices automatically to be sent to his accounts’ email. How do I do this?

Customer X has info@xxxx.co.uk on his ID page, saved as a contact email, but when Netsuite sends out the invoices, he would like them to be posted to accounts@xxxx.co.uk.

How can I set this up, please?

Rookie Asked on May 17, 2023 in How To's.

…  we set up a custom field with the alt email address, and then set up a workflow to send email to the alternate email address instead of the main email address.  So the sales team would use the standard “Email” address and the Accounts team would use the alt. email address

on May 17, 2023.

Thank you for your response.

Unfortunately, I don’t know what is Workflow or how to make use of it and would be very  grateful if you could explain step-by-step how this could be done, please.

P.S. I do have the field of the alternative email address on the customer’s page…

on May 17, 2023.
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2 Answer(s)

Hi,

Am I right that info@xxxx.co.uk is in the main email field on the customer? Is accounts@xxxx.co.uk currently stored in NetSuite at all?

Thanks,

Chris

Intermediate Answered on May 17, 2023.
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To set up a separate email address for invoicing a customer in NetSuite, you can follow these steps:

1. Log in to your NetSuite account as an administrator or a user with appropriate permissions.
2. Navigate to “Lists” in the top navigation menu and select “Relationships” > “Customers” from the sub-menu.
3. Search and select the customer for whom you want to set up a separate email address.
4. On the customer record page, locate the “Email” tab and click on it.
5. In the “Email” tab, you will see a section labeled “Email Addresses.” Click on the “Add” button in that section.
6. In the “Email Address” field, enter the separate email address you want to use for invoicing the customer.
7. Optionally, you can specify a label for the email address in the “Label” field, such as “Invoicing Email” or “Billing Email.”
8. Click on the “Save” button to save the changes and set up the separate email address for invoicing.

Once the separate email address is set up, you can use it when generating and sending invoices to the customer. The system will automatically populate the designated email address for invoicing purposes.

By setting up a separate email address for invoicing, you can ensure that invoices are sent to the appropriate email recipient, separate from the customer’s primary email address if needed.

Rookie Answered on May 17, 2023.

Fantastic! Most appreciated! xx

on May 18, 2023.

Is this native NetSuite behavior? We do not have an “Email” tab. Only one field with no Add button.

on May 18, 2023.
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