I would like to start using the email delivery option for all SM invoices that I generate (both work order and agreement), however, I need the subject line to have a customization option to be customer and/or invoices specific. I currently email all invoices from a generic AR email that my company has. In the subject line, I put the customer's name followed by the word "invoice" and the invoice # (ex: WG&S - Invoice 7750). I think the email subject line should, at a minimum, include the invoice number that is being emailed to the customer. If the email subject line remains the same for each emailed invoice, then the customer receives the invoices in a chain rather than as separate emails. Customers also like to have a unique identifier in the subject line so they can easily reference the email and differentiate between other emails received from our company.
Guest
| Company | Westco Service Company |
| Job Title / Role | Management Officer |
| I need it... | 3 months |
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This is needed. In our case, our CSR rep sees a REPLY to the email but has no idea which invoice was sent with the email, as the email subject and body look identical for all emailed invoices.
We would LOVE to see place holders like [Invoice] or $Invoice or even [[Invoice]]. Not having this ability is frustrating!
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Also, to be able to have the PDF attachment saved with a custom file name including things like Invoice # and Customer #. Basically the same setup that is currently available through Create and Send in other modules.
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