Allow the option to customize email templates with a pop up screen each time you send an invoice
I think that it would be very helpful if when sending emails/invoices there would be a pop up screen that would allow you to customize the email template each time you send vs having to go into another screen to create a blanket email template. For example, when choosing to email from the invoice list it uses the current invoice email template - My current template for invoices is for invoices that are coming due - if I have past due invoices that I need to send reminders out for, I would have to go into a separate screen to change the invoice template then go back to the invoice list scree to email and then go back and change the template each time I send an invoice. Not sure if I am explaining this well enough. Feel free to let me know if you have questions.
Cindie Figgatt
shared this idea
Thank you for your suggestion. However, I think a better solution would be to have a link to choose either the regular template that goes with an invoice or choose an overdue notification template. That way you wouldn’t have so many steps to do or if you forgot to change the original template back, they would not go out with wrong wording.