How to: Set up customer emails to auto-populate for invoices and sales orders.

Environment: Comsense Enterprise

In this article: 

Accessing Customer

Enterprise > System Options > Customer

Adding a New Contact

In the Customer window:

1. Open the customer
2. Right-click in the Contacts tab
3. Click Add Contact

In the New Contact window:

4. Enter the contact:
   1. Name
   2. Phone number
   3. Email address

5. Click Save & Close

Adding the Contact as the Credit/Collections Contact

In the Customer window:

1. Click the Credit/Collections tab

In the Credit pane:

2. Select the new contact

3. Click Save & Close

The contact will now auto-populate as the recipient when generating an email for an invoice or sales order.