For the customer statement report, there is an option in the report output to select email instead of print. This will then email out the customer statements to each customer based on the email set in the document layouts. This is where I am able to edit the "to" email address. However, I do not seem to be able to change the "from" email address for the customer statements, as it just sends. Is there a toggle somewhere or an option to open up a screen that can show the "from" field and then allow me to manually change that email address to send from? I am also wondering the same thing when exporting an electronic payment in the payment journal
Adjust "from" email address on a customer statement, vendor remittance
Is there anyway besides the email scenario assignment? For instance when I click an invoice to email it, I can change the "From" option on screen, and the "to" email, as well as the email body and attachments too. I effectively get to preview an email similar to Outlook. I'd like to be able to have that option in BC, to be able to freely adjust the "from" email like an email message I could in outlook, or in sending a posted sales invoice. Or for example on the send vendor remittance screen, I can change and choose the from address right then (for example image below):
Adjust "from" email address on a customer statement, vendor remittance
Create the email account you want to use and then use the Email Assign Scenario to select the reports. Please check the below link for more information.
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.