Add an email address

Email addresses are held against contacts.  To add an email address go to the contact, then click on the Contacts menu, then Details screen.  Enter the email address into the email address field, then click Save.

If you would like invoices and letters to be sent to this email address, click the Customer Details menu, then Correspondence and click on the Add button.  

Select the recipient and contact type from the drop-down lists.   If the email address is not listed against a contact, enter the email address in the Add an email address field.

If you would like to set the customer’s invoice and letter delivery preference to email, tick the “set invoice and letter delivery preference to email” box.

Click Save and the email recipient will be added.