Where do I change the email address of my customers in Legalsense?

Here you can read more about the different email fields that Payt imports from Legalsense.

In Payt, we recognize six types of email addresses. These are retrieved from various fields in Legalsense. In this article, you'll find more information on the six types of email addresses we retrieve and their corresponding fields.

1. Customer email addresses (determined by the Legalsense client)
   1. Default email address
   2. Email address for invoice sending
   3. Email address for reminders
2. Invoice-specific email addresses (determined by the Legalsense matter)
   
   1. Default email address
   2. Email address for invoice sending
   3. Email address for reminders

Customer email addresses

Customer email address: Default

The default customer email address is determined as follows:

1. If an email address is provided in the case customer information ('Client' -> 'Contact information' -> 'Other contact details' -> 'E-mail'), this is used;
   
2. If not, we use the same field as the 'Customer email address: Invoice sending'.

Customer email address: Invoice sending

You can specify multiple email addresses for invoice sending at the customer level. These are determined as follows:

1. We check the billing email addresses on the client level ('Client' -> 'Contact information' -> 'Other contact details' -> '(Secondary) email') , including both the primary and CC addresses.
   

Customer email address: Reminders

You can specify multiple email addresses for reminders at the customer level. These are determined as follows:

1. If an email address is provided in the 'Dunning to' field on the client level ('Client' -> 'Contact information' -> 'Other contact details' -> '(Secondary) email'), including both the primary and CC addresses, this is used;
   
2. If not, we use the same field as the 'Customer email address: Invoice sending'.

Invoice-specific email addresses

In Legalsense, debtors and contact persons can be linked to a matter. Payt uses these contact persons as invoice-specific contact persons.

Invoice-specific contact person: Default

The default email address for the invoice-specific contact person is determined as follows:

1. If an email address is provided in the matter debtor information ('Matter' -> 'Debtors' -> 'Email to' -> 'Debtor'), this is used;
   
2. If not, we check the email address of the (alternative) contact person ('Matter' -> 'Debtors' -> 'Email to' -> 'Contact person'), if available;
   
3. If not, we use the same field as 'Invoice-specific contact person: Invoice sending'.

Invoice-specific contact person: Invoice sending

You can specify multiple email addresses for invoice sending at invoice level. These are determined as follows:

1. If an email address is provided in the matter debtor information ('Matter' -> 'Customers' -> 'Emails to' -> 'Debtor'), this is used;
   
   
2. If not, we check the billing email addresses in the contact person information, including both the primary and CC addresses ('Contact' -> 'Contact information' -> Other contact details' -> 'Billing to'), if available;
   
3. If not, we check the email address recorded in the invoice page ('Invoice' -> 'Email' -> Compose email' -> 'To') and use this.
   

Invoice-specific contact person: Reminders

You can specify multiple email addresses for reminders at the invoice level. These are determined as follows:

1. If you use ContactManager with Legalsense, we first check the reminder email address provided in the matter debtor information ('Matter' -> 'Debtors' -> 'Dunning to').
2. If not, we check the reminder email addresses in the contact person information, including both the primary and CC addresses ('Contact' -> 'Contact information' -> 'Other contact details' -> 'Dunning to'), if available;
   
3. If not, we use the same field as 'Invoice-specific contact person: Invoice sending'.