Paystand can notify multiple contacts at your customer account when invoice-related actions occur — such as Collection Plan reminders and manual invoice reminders. This guide explains how to configure secondary (additional) email recipients for a Payer Customer when using the Microsoft Dynamics 365 Business Central integration.
Secondary emails are entered directly in Business Central and automatically synced to Paystand. Once synced and enabled, Paystand delivers notifications to all configured addresses via your outgoing email provider.
Overview
Business Central does not have a separate "Email 2" or CC email field for customers. Instead, Paystand reads all email addresses from a single E-Mail field on the Customer Card. When that field contains multiple addresses separated by a semicolon, Paystand automatically splits them:
- The first address becomes the primary contact email (used as the TO recipient).
- All subsequent addresses become secondary emails, delivered as BCC (default) or CC depending on your settings.
Step 1 — Enter Secondary Emails in Business Central
1. In Business Central, go to Customers and open the Customer record.
2. On the Customer Card, locate the E-Mail field (found in the Communication section or the General FastTab, depending on your BC version).
3. Enter all email addresses in that single field, separated by semicolons (;) with no spaces around them.
Example:
primary@company.com;arteam@company.com;cfo@company.com
4. Save the Customer Card.
5. On the next Paystand sync, the addresses will be picked up. The first address becomes the primary contact email; all remaining addresses become secondary emails in Paystand.
Note: If your BC environment uses a Bill-to Customer setup (invoices are billed to a different customer than the sold-to customer), populate the E-Mail field on the Bill-to Customer Card — that is the record Paystand prefers during invoice sync.
Character Limit: Paystand stores secondary emails in a field with a maximum of 256 characters total (across all secondary addresses and separators combined). There is no warning in the dashboard if this limit is exceeded — addresses beyond 256 characters will be silently cut off. Count your characters before saving if you have several addresses. As a reference:
- ~4–5 addresses averaging 40–50 characters each
- ~7–9 shorter addresses averaging 25–30 characters each
Step 2 — Enable Secondary Emails in Paystand
Syncing the addresses from BC is not sufficient on its own. You must also enable the setting in Paystand that includes secondary emails in outgoing notifications.
1. In the Paystand Dashboard, go to Settings → ERP Settings.
2. Find the toggle: "Include secondary emails in notifications".
3. Turn it ON.
4. Optionally, enable "Send as BCC" if you prefer secondary recipients not to see each other's addresses. This is the default behavior.
Note: Without this toggle enabled, Paystand will only send notifications to the primary email address, even if secondary addresses have been synced from Business Central.
What Notifications Are Sent to Secondary Emails
| Notification Type | Primary Email | Secondary Emails |
|---|---|---|
| Collection Plan reminders | Yes | Yes (when toggle is ON) |
| Manual invoice reminders | Yes | Yes (when toggle is ON) |
| Open Invoice Reminders | Yes | No — primary only |
| Payment Confirmations | Yes | No — primary only |
| Autopay / token requests | Yes | Yes (when toggle is ON) |
Verification
After saving changes in Business Central and waiting for the next sync, confirm the secondary emails were picked up correctly:
1. In the Paystand Dashboard, go to Customers → [Customer Name] → Contact.
2. The Secondary Email(s) field will display the addresses synced from Business Central.
3. If the field is empty after sync, verify that the E-Mail field in BC uses the correct semicolon-separated format and that the sync has completed.
Summary
| Step | Where | Action |
|---|---|---|
| 1 | Business Central — Customer Card | Add all emails to the E-Mail field, separated by ; (max 256 characters total for secondary addresses) |
| 2 | Paystand — ERP Settings | Turn on "Include secondary emails in notifications" |
| 3 | Paystand — Customers → Contact | Verify the Secondary Email(s) field is populated after sync |