Email Templates - Account Number Placeholder
In Organisation Settings / email settings / templates
Can we have a place holder to allow us to include our Account Number in the subject and body of our default emails to clients for invoices and statements
Sally Stubbs
shared this idea
Thanks for the confirmation, Sally. We have some current work underway with the email send modal in invoices, however I want to be open that at the time the team are not extending to add new placeholders that can be used.
For now, as you may have found you can edit the default email to add the Contact Account Number before sending the invoice. Appreciate wanting something more automated and we'll continue to track the interest of this idea and share if there's any development.
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TIMOTHY STANSFIELD
commented
Disappointed that Xero doesn't consider a customer/supplier account number necessary in communications with said customers / suppliers.
As a software developer, I don't see how the inclusion in the placeholder list should prove difficult.
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Sally Stubbs
commented
Thank you that is disappointing to hear. Because there can be such similarities in contact names, account numbers can be the best identifier for contacts. Having a place holder in the email subject would allow us to add the account number into invoice, statements and receipts so when we get a reply from those automated emails from xero, we can identify who the reply is from easily and gives us a search index in our outlook facility as well. With an account number in each email, outlook could search for the unique account number and bring up every email to and from the account holder. In many instances, adding it manually is not possible for automated items like statements. Hopefully you may see the value and add it.
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Sally Stubbs
commented
This is a placeholder for the Contact Account Number (not bank). So in your Contact Details Record we have a field for their internal Account Number which we would like to be able to include in the automated emails sent from Xero. For Example "Big Company Limited, Account B0001, Your invoice...."
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Brian O'Flaherty
commented
Yes, I agree. This is a very necessary item, especially when welcoming new customers. In our instance, we also use the Account Number as the person's Membership Number, so it is very important to us,