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Use Billing purpose when selecting default From address when email customer account acts

Description

Use the Billing purpose to select the From address, when emailing customers from :

  • Customers -> Charges, Payments and Accounts

  • Patients → Medical Records → Estimates

  • Reporting -> Debtors

  • Reporting → Charges

  • Patients → Insurance → Claim, when making a claim payment

If there is no email address with Billing purpose, use the preferred email address

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Created March 16, 2025 at 11:46 PM
Updated March 25, 2025 at 2:40 AM
Resolved March 25, 2025 at 2:40 AM
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