Set Invoice Distribution Emails

Each Customer/Shipper can have an invoice email distribution list set up. This is a set of users that will be automatically sent a copy of an invoice when that invoice is generated and sent. 

To set up a distribution list, go to Administration → Customers/Shippers or to Operations → Customers/Shippers (this requires special user rights set by an Administrator). 

For Administration, in the Active Customers/Shippers tab find the appropriate Customer either using the Search box or navigating through the pages at the bottom of the table. Click on the Customers/Shipper’s name to open the profile.

For Operations, the default view is Active customers/shippers. Locate the customer/shipper that needs to be edited and click on the at the end of the row.

Click Edit to open up the Invoice CC Emails section for edit.

Enter comma separated emails into the input.

Click Save at the top of the page to save the changes.