In Business Central you can define different email recipients for different document types on a customer or vendor. You set this up in the Receiver Mail Setup under the customer or vendor card.
You can specify one email address for sales orders and a different address for posted invoices. When you send a document with document handling, the system uses the address that matches the document type.
You can add multiple email addresses for the same document type by separating them with a semicolon. You can also define CC and BCC addresses.
If no address is defined for a document type in the Receiver Mail Setup, document handling falls back to the email address on the customer card.
Sending different document types to different email recipients
A common request from customers is to send different document types to different email recipients. For example, you might want sales orders to go to one contact and posted invoices to go to another. With document handling in Business Central, this is possible.
The setup works the same way on both customers and vendors, so once you know how to do it on a customer, you can apply the same approach to a vendor.
Setting up Receiver Mail in Business Central
Open the customer card and go to the Receiver Mail Setup under Navigate. Here you define which email address applies to which document type.
For each document type you can enter the email address that should receive that document. You can add as many addresses as you want, just separate them with a semicolon. You can also define CC and BCC addresses for each document type.
As an example, you can set two email addresses for the sales quote and one for the invoice, and add more if you need to.
How document handling chooses the recipient
When you use document handling to send a sales order to the customer, the system sends it to the address you defined for sales orders. When you send a posted sales invoice, it uses the invoice address instead.
If you have not defined an address for a specific document type in the Receiver Mail Setup, document handling falls back to the email address defined on the customer card. This means you only need to set up the document types where you want a different recipient, and everything else defaults to the standard customer email.
Q&A
Can I send sales orders and invoices to different email addresses in Business Central?
Yes. Using the Receiver Mail Setup on the customer or vendor, you can define one email address for sales orders and a different address for posted invoices. Document handling sends each document to the address that matches its type.
Can I add more than one email recipient for the same document type?
Yes. You can enter as many email addresses as you want for a single document type, just separate them with a semicolon. You can also add CC and BCC addresses.
What happens if I have not set up an email address for a document type?
If no address is defined for a document type in the Receiver Mail Setup, document handling uses the email address defined on the customer card.
Does Receiver Mail Setup work for vendors as well as customers?
Yes. The setup works the same way on vendors as it does on customers.