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Invoice Billing Email

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  • Invoice Billing Email

    We're trying to set up invoicing for organizations where they are able to receive and pay for their invoice via email. On each organization record we have a field to capture their billing contact and the organizations billing email. (note: we are using the Household Account model). The email may not necessarily be on the Billing Contact's record as it could be something generic that multiple people have access to (ie, billing@myorg.com). When we create a new invoice, the Billing Information section says that the First Name and Last Name fields are mandatory but are locked which requires us to lookup an Existing Patron and load their information into the fields. This loads the Billing Contact's email address into the email fields, which is not necessarily the email that we want to send this to (the billing email on the Organization/Account Record). We didn't think it was a problem because it allows us to overwrite all fields except First and Last Name. However, after we process the invoice, it automatically flips back to the automatically loaded email address which is where the invoice is sent. All of the other fields that we overwrite (address, city, zip, country, state, and phone) retain the overwritten data that we provided, but not the email, which is the most important.

    Is there a setting to change this? If not, how would a non-profit such as us (using the household account model) invoice organizations via email (where the org can pay by CC through the email link) when the organization's billing email may not be directly related to the Billing Contact (or any specific Contact)?

  • #2
    Good day @matthew@promise686.org

    That is an expected behaviour for invoice. We don't change the Email of the contact at invoice. The reason we kept that field opened to edit because for those contacts who does not have email. However, if you would like to change the email then you will need to change it at contact detail page.

    Hope that helps. Let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

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    • #3
      So, there's no way to invoice an organization instead of a contact?

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      • #4
        Good day @matthew@promise686.org

        NO, it cannot be sent to Organization at this time and is something we are working on for release 10 due out next year.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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