Hi there, @roshaan.
Welcome to the Community. I'd be happy to help and walk you through on how to save the email addresses for statements.
You can go to the customer's profile to add the email address. That email address will automatically show when you create the statement.
Also, you can save multiple email addresses on the customer's profile. For more details, I recommend checking this article: How to email a sales form or report to multiple email addresses.
The following article contains additional information about the statement: How to create and manage statements.
If you need to reach out for more help, our phone agents will be able to help you get to a resolution quickly.
These resources should help to get you back on track.
Drop a comment below if you have any other questions about saving email address for statements. I'll be happy to help you out.
Can the email address be different for statements than for invoices? IE: Customer wants statements to be sent to ABC@ email address, but invoices need to go to DEF@ email address.
Yes, we can use different email address in sending the Statements and Invoices.
Then, here's how to change the default email address for Invoices:
Please see the screenshots below:
Feel free to visit us again if you have other concerns. We'll be around to help. Have a good day!
Thanks for getting back to us. The exact feature you're looking for might not be available but I've got a workaround for you.
You may consider adding two email addresses in your customer's profile. This way, both email addresses will show up when you create invoices and statements.
To get you started, please follow these steps:
The next time you email an invoice or a statement, just delete the email address you don't need instead of manually typing it.
Please feel free to check the screenshots below for your reference.
You can also read this article for more details: How to Email a Sales Form or Reports to Multiple Email Addresses?
Let me know if there are other things you need help with. Have a good day!