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Email Invoices to Customers

edited Jun 2, 2025 2:27PM in Ask A Guru 8 comments

Hello! We are looking for a way to be able to send invoices to our customers via email BUT ONLY the customers who have elected to receive emailed invoices. Also, they only want invoices, NOT the SO and other transactions. We had the box checked for "Send transactions VIA Email" but they were getting the SO and INV so that wasn't working. Who can help me get it set up for a customer to receive an email whenever they get a new invoice but its customer specific? Thanks so much!

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