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Small and medium business | Business Central, N...
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Email Address from Customer Card

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Posted on by 215
When we Send from a Posted Invoice, we want the email address that fills in automatically to be the email address from the customer card, not the email address from the contact on the document.
Is there a setup to do this, to just say use Customer email address always?  It shows here in the Suggested Emails.  Is there a setup to show which "entity" it defaults in?
 
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 77,925 Super User 2025 Season 1 on at
    Email Address from Customer Card
    Hi, you can also try the following method.
    Dynamics 365 Business Central: Change default customer/vendor email address when sending emails (For example, sending an order to A, sending an invoice to B)
     
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 26,328 Super User 2025 Season 1 on at
    Email Address from Customer Card
    As you noticed, by default it will take the contact email from the contact on the document, but you can overwrite this by creating an entry in the Documents Layout Page for the specified customer. If you do that, the system will always take the email address specified in the Document Layouts Page. 
     
     
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,577 Super User 2025 Season 1 on at
    Email Address from Customer Card
    take a look at the document layout on the customer card, it might be filled out with a different email, which overrides the customer email
     

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