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Pamela Miler
Pamela Miler
December 21, 2022
Question

How do I send old invoice reminders to a new email address?

  • December 21, 2022
  • 1 reply
  • 0 views

I have several customers with overdue balances and the AP contact changes often. Older invoices and their reminders go to the old email address, not the updated one on the customer record. Is there a way, other than opening each invoice individually and updating the email address, to update the open/overdue invoices with the new AP contact for that Customer?

1 reply

Adrian_A
Adrian_A
December 21, 2022

Hello there, Pamela Miler.

 

We can toggle your customer's email address and then resend the invitation. I'm here to walk you through the steps.

 

Here's how:

 

  1. From the Sales menu, select Customers.
  2. Select the customer's name. 
  3. Select the Customer Details tab.
  4. Click the Edit button.
  5. Change the customer's email under the Email field. 
  6. Hit Save.

 

Repeat the steps, but this time enter their new email address.

 

Once done, you can send the reminders again. Here's an article for the detailed steps: Send invoice reminders.

 

I've also added this reference as your guide in recording customer payments: Record invoice payments.

 

I'll be around whenever you need help with recording transactions.

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