Email addresses for sending sales invoices

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

Yuki has different types of email addresses: Private, Work, Reminder, Invoice, Invoice copy and Other.

To send sales invoices, a customer must have an Invoice, Work, or Private email address.

If the customer only has an Invoice copy email address, you will not be able to send an invoice.

TIPS!

• To automatically send a copy of the sales invoice to a company's contact person, define an e-mail address of the Invoice copy type in the contact person's e-mail addresses.

• Email addresses of the Other type are never used to send invoices.

The Invoice type email address always takes precedence over a Work type email address.

In all other cases, the work type email address is used.

When and what type of email address is used when sending sales invoices

 Sales invoices can be sent to a:

• Company (without contact person)
• Company (with contact person)
• Private person (individual).

Send sales invoice to company (without contact person)

Yuki checks the email addresses registered with the company (and the contact person) in the order described below.

The sales invoices will be sent to the type of email address found first.

• Invoice email address of the company where the invoice is going to.
• Work email address of the contact person if he or she has a Work email address and not an Invoice email address ánd the company does not have an Invoice email address.
• Work email address of the company if it has a Work email address and not an Invoice email address.
• Private email address of the company if the above email addresses cannot be found.

Send sales invoice to company (with contact person)

Yuki checks the email addresses registered with the company (and the contact person) in the order described below.

The sales invoices will be sent to the type of email address found first.

• Invoice email address of the company where the invoice is going to.
• Invoice email address of the company if the contact person does not have an Invoice email address and the company does.
• Work email address of the contact person if he or she has a Work email address and not an Invoice email address ánd the company does not have an Invoice email address.
• Work email address of the company if it has a Work email address and the contact person does not have a Invoice email address or Work email address.
• Private email address of the contact person if the above email addresses cannot be found.
• Private email address of the company if the above email addresses cannot be found.

Send sales invoice to private person

Yuki checks the email addresses registered with the private person in the order described below.

The sales invoices will be sent to the type of email address found first.

• Invoice email address of the private person where the invoice is going to.
• Work email address of the private person.
• Private email address of the private person.