Here you can read more about the different email fields that Payt imports from Exact Online.
Within Payt we use three different types of email addresses: a general email address, an email address for invoices, and an email address for reminders. In this support article you can read which email fields in Exact Online correspond to the three email addresses in Payt. We will also discuss two relevant settings in Payt.
Note: The Exact Online fields below are the standards that we import from. This can be different for your specific administration. If this information doesn't help you, you can contact us.
General email address
The general email address is used for the sending of your emails, unless you have specified a specific email address for invoicing in Exact Online. In that case the general email address will only be used for reminders, debt collection reminders and messages.
We import the general email address in Payt from Exact Online from the three fields ranked accordingly below:
- Email address of the contact person linked to the invoice. ('Invoice specific contact person')1
- Email address of the contact person linked to the address of the customer (in the ranking invoice address -> postal code -> visiting address)2
- General email address on the relations card
1 Provided that we import the invoice specific contact person in your administration
2 Provided that we import the invoice address instead of the relation address
Mail address for invoices
The mail address that is entered at 'Digital mailbox', on the address card in Exact Online, is used by Payt as the invoice specific email address.
Mail address for reminders, messages and debt collection reminders
Payt does not import a reminder specific email address from Exact Online. This means that reminders will always be sent to the general email address.
Do you want to differentiate between the mail address for invoices and reminders? Then you can use the invoice specific email address for invoices whilst the general email address will be used for reminders.
Options for Exact Online
In the tab 'Import' in the administration settings in Payt you can toggle which email address is used where:
Use invoice address instead of relation address
With this toggle you can change the aforementioned ranking of the general email address to give the mail address on the relations card priority, as long as there is no invoice specific contact person selected.
Use invoice address for reminders
By turning on this toggle the mail address for invoices will also be used for reminders and messages. The general email address will be ignored.