Improvement: Prompt email template appears after new invoice template email has been sent
News posted by John Fouracre 3 years ago
You can add an email template for new invoices, a prompt for payment and a reminder for overdue payments on the Contacts>Emails>Email templates menu. An email is made up of the Invoice, Prompt or Reminder template + Detail + Signature.
When you email an invoice for the first time the new invoice template is used.
We have improved the system so that when an invoice has been sent with the new invoice template, the prompt template will automatically be used if you email the invoice again in future.
When the invoice reaches the due date, the reminder template will be used if you email the invoice again in future.