Add message to emailed invoices and statements
When emailing invoices or statements to clients, it would be terrific to have the option to add a personalized message into the body of the email prior to the message being sent. As it stands now, I constantly have to follow my invoice emails with regular emails from my email program explaining something about their invoice or statement, etc. But then my clients are getting 2 emails from me, which starts to feel spammy...
Sara
shared this idea
You already have a note field in the invoices. And you can customize the invoice email template. The system templates are in people>mass email>system templates and to the invoice template. This template goes out with each invoice. Here you can put studio wide messages about invoices. The notes section on the invoice itself is for personalized. I will put this under review for a notes section in statements.