Accounts Email CC

If you have multiple members belonging to one organisation - an accounts email can be specified in the member record to receive system notifications for any orders made.

To add an Accounts CC to also receive the order notification

Add your required accounts email to the Accounts Email CC: field located at the base of the member record.

Order Notifications - indicating the Accounts CC is reponsilble for payment.

On any order/invoice where a member has been allocated an accounts CC email, the following heading/detail will appear in the invoice. 

In addition, any system receipts will also be CC'd to that same accounts email (but no wording differences in the document)

The accounts team at [EMAIL ADDRESS]  are responsible for the accounting and / or payment of this order / invoice.

Head Office Member Profiles

For each new head office, create a member record, and in the accounts CC area on the form, tick the box to "Include Branch Accounts"

For each new branch, create a member record, and set the "accounts email CC" to be the same as the head office primary email address. 

Each HQ, can also have a 2nd accounts CC email address, but that email is not required or relevant to the combination statements, the combination statement is a match on branch. accounts_email = hq.member_email

In the main statements list area, you need to use the custom filters to retrieve the "Combined Accounts", at the moment this returns the 2 HQ's

You can also navigate to each customer or branch or HQ by clicking the name of the customer (it is a link) and pops up the member editing screen.

If viewing statements in the customer editing statements tab, you should still get a combined statement if relevant for that customer.

There is a new column for "last emailed" which is the date the last statement was sent... It only updates if you email the statement.