Email Settings for Collections Sage Intacct

In the Paystand Dashboard, it is possible to choose which email address receives invoice-related communications for Collections emails. This ensures that the right contact always receives important payment information.

Configuration options

• Customer-level — send updates to the customer’s main email address
• Invoice-level — send updates to a project-specific email

Understanding the “Select To Email Address” dropdown

The Select To Email Address dropdown in Collections determines which contact email will receive payment reminders.
The options displayed depend on your Fallback Email setting and how emails are assigned across the different dropdowns.

Important rules

• The same email cannot be assigned to the Select Email Address and Fallback Email Address.

• If an email is already selected in one dropdown, it will be automatically removed from the others.

Important

• An email address can only appear in one dropdown at a time
• The same email cannot be assigned to multiple email options; the system automatically removes it from the other email option dropdowns

How the Fallback Email affects available options

The Fallback Email acts as the default recipient when no primary or secondary email is found.
When it’s enabled, the dropdown only displays the remaining available options.

When the Fallback Email is turned on

If a value is set in the Fallback Email field, the dropdown excludes that type from the available list.

Example 1:

• If the Fallback Email is set to Receivables Primary, the dropdown will only show Customer Primary and Customer Secondary.

• If the Fallback Email is set to Customer Primary, the dropdown will only show Receivables Primary and Receivables Secondary.

When the Fallback Email is turned off

If the Fallback Email option is disabled, the dropdown will display all four Sage Intacct email options:

• Customer Primary

• Customer Secondary

• Receivables Primary

• Receivables Secondary

Things to know

• The Fallback Email acts as a backup recipient when no other contact email is found
• When the Fallback Email is active, its corresponding type is excluded from the Select To Email Address dropdown
• To view all four contact options, disable the Fallback Email setting

Example scenarios

Use cases

• These examples show which email options appear depending on your Fallback Email setting and unique email assignments

Fallback Email Setting	Emails shown in dropdown
Receivables Primary	Customer Primary, Customer Secondary
Customer Primary	Receivables Primary, Receivables Secondary
None (disabled)	Customer Primary, Customer Secondary, Receivables Primary, Receivables Secondary

Setting up Sage Email Settings

3. In the Select To Email Address field, choose the email address for invoice communications.

There are four options:

• Customer Primary Email
  • Linked to the customer record.
  • Found in the Sage customer record under Email Address.

• Customer Secondary Email
  • Linked to the customer record.
  • Found in the Sage customer record under Secondary Email Address.

• Receivable Primary Email
  • Linked to the invoice.
  • Found in the Sage invoice record under Bill to.

• Receivable Secondary Email
  • This email is linked to the Bill To contact on the Sage invoice.
    1. In the Sage invoice record, locate the Bill To contact (example: Anna Park).
       
    2. Click the Bill To contact name to open the record.
    3. In the contact record, click Additional Info.
    4. The Secondary Email will appear under this section.