Contact for Billing Address is not using the email address for that contact?
Q: I forced Contact for billing address to a file, but that file isn't emailing the contact that was forced.
How do we do that so it doesn't email the Contact A?
First: Understanding "Force Contact for Billing Address" setting.
This setting is found in: CONTACTS AND FILES -> FILE MANAGER tab.
Split/Advance Billing section, Contact for Billing Address.
Enter the Contact, then press "Save".
This will override the Primary Contact on the File and replace it with the new Contact Information.
Second: correcting the issue.
Issue: It does update the Contact Information on the Invoice, but it does not update the email contact. It keeps the main contact email information.
Solution; Create a new File Group. ADMIN -> CASEFILES -> FILE GROUPS tab
Make a copy of the "default" template.
Updated the template and turn on the Radio Button "Redirect communications to billing address contacts when specified (ignore for split invoice files)".
Save the new Template. Update the File (in File Manager) in the Billing Settings.
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