How to ensure invoices are sent to the correct billing contact in Exact Online

To have invoices sent to the correct billing email address, make sure a main (primary) contact is assigned to the customer in Exact Online. Exact Online will use the email address of this primary contact for sending invoices.

Please note: the shop or order portal continues to use the general email address linked to the customer, or other associated contacts, for non-invoice communication such as log-in accounts, order confirmations and other communications.

Below instructions stem from the Exact FAQ, which can be found here

1. Go to Relations.

2. Hover over the appropriate relation type and click Overview.

3. Click the Code or Name of the relation to open the relation page.

4. In the Overview section, go to the General tab.

5. In the Contacts section, click Add new.

6. Enter the contact details. The first contact you create will automatically be set as the main contact.

   • To assign a different contact as the main contact, check the Main contact person box next to that contact.

7. Click Save.

Video instructions