This help document is intended for in-house and rep users.

You can configure your customers to automatically receive a copy of new invoices and/or order confirmations (estimates if using QuickBooks Online; sales orders if using QuickBooks Desktop) when those sync to CrikSales. 

You can set up to three email addresses per customer. 

Step 1: Go to the Customer's Details Page 

To access the customer's details page, go to the Customers tab and click on the customer name or the eye icon. 

Step 2: Customer Settings 

Click Customer Settings under Customer Actions. 

Step 3: Go to Configure Auto Email

Click on the 'Configure Auto Email' tab. There you can decide whether your customer will automatically receive a copy of new invoices and/or order confirmations. 

If you configure your customer to automatically receive a copy of new invoices and/or order confirmations, you can enter up to three email addresses to send the invoices and/or order confirmations. 

Step 4: Save Your Settings!

Make sure to click on Save Settings before exiting the Customer Settings Window. 

Up Next: 

Click here for a help document on adding customer ship-to addresses