Mark paid invoice - --> Sends email to all recipients ✉

When you mark an invoice as “paid” the system seems to by default send the “invoice paid” message email to every contact/recipients.

How can you change that so you do not spam the whole company of the customer and just send to the relevant contact, (Usually accounting@somthing.com).

Thanks in advance.
Kind regards
AngryWarrior

@david I think we should consider not sending an email when the ‘mark paid’ action is used

It would be way better if you could chose the person. Sending the confirmation itself is a very useful feature I think. @hillel

Kind regards
AngryWarrior

I think, it should only sent emails to the contacts assigned to the invoice. I didn’t had time to test it but could you check if only 1 contact or multiple contacts were assigned to the invoices?

@david und @hillel maybe in the future, it could be possible to determine 1 contact as the default contact.

Also the way new invoices choose their contacts, could be optimised. Currenty when a client has multiple contacts and you create an invoice, each contact is added to the invoice. So (I guess) each E-Mail regarding this invoice, payment etc. goes to each contact.

It would be better to only add 1 contact per invoice.

Many thanks,
Gijs

Thanks for the feedback, this is very useful!

Contacts have a send_email flag which determines if they’re included when a client is selected for an invoice. I think it would be better to show this field on the client edit screen if the client has more than one contact so it can be configured.

@david I believe we may be setting this in the backend, if that’s the case please don’t any more. Note: when creating a new invoice for a client if the invitations aren’t specified the backend should create invitations for all contacts with send_email set to true.

1 Like

Hi @hillel

is that this option?

I just noticed, that when you switch the toggle off, it still says “enabled”.

Thanks,
Gijs

That’s a different setting, it determines if the client receives reminders. We’ll clarify the help message.

1 Like

Indeed they are. :+1:

For me the optimal way would be to be able to chose the default contacts that should receive the “invoice paid” email. But as mentioned it would also be optimal by default (That is if you do not make a choice at all), only the contact that is added to the invoice would be emailed.

So that is my 5 cents. :thinking:
Kind regards
AngryWarrior

2 Likes