Sales Invoice - Auto save draft email when sending
When amending the email which is sent when sending an invoice, I sometimes accidentally touch the screen, causing the screen to swipe down, losing the message. If you swipe down on the email, could this not be saved as a draft with the draft invoice, so I don’t have to start again?
Jason Vaughan
shared this idea
Understand the nuance, Jason. Do you often find yourself sending personalised emails with each invoice? If something a little more generic or widely used perhaps it could be worth setting this up as an email template?
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Jason Vaughan
commented
when I send an invoice, I always add a paragraph or two to the email, explaining what I did and what is required going forward. For example:
Dear Charlotte,
I attended your home today to bypass the matrix switch. I have done this and now the Sky, Apple TV and BlueRay are connected directly to the Denon surround sound amplifier.
I also updated all the Control4 software to the latest version.
The Kitchen TV was not working but I found a broken Infra red control wire. I have repaired this and it is all good.
The amount outstanding of £315.00 is due on 22 Mar 2023.
Only the first and last lines were from he template. The problem is that if you accidentally swipe up (which seems to happen quite often, you loose the email.