Email templates - Use [Invoice Number] Placeholder in Sales
Is it possible to have the choice to add [Invoice Number] placeholder to a sales receipt - email template.
Customers often make multiple payments against several invoices so would be good to let them know which invoice the payments is against.
Katrina Culshaw
shared this idea
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Phil Leary
commented
Without the introduction of multiple month placeholders such as [Invoice date month], [Current date month], [Due date month], I cannot understand why you would change the default month placeholder from being the month of the invoice date to the month of current date.
Whoever made this decision has clearly never worked in a finance function.
Why was a change made to the default [month] placeholder methodology without consultation? Many of Xero's customers will have templates set up to automatically invoice their own customers and you have just changed an underlying principal of that automation without telling anyone.
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Clare Tayler
commented
This used to work in Classic Invoicing, but no longer does.
In our email template for sending out Invoices the email subject reads:
"RE: [Reference] - [Month] Invoice [Invoice Number] from [Company Name]"In 'Classic Invoicing' this placeholder picked up the month of the invoice date, so if I emailed a Feb invoice on 1st March, it would say 'February Invoice'. This has been lost with Classic Invoicing, and now says it is a March Invoice instead. We are by far the only company to send month end invoices out after the invoice date - incredibly frustrating that this is another backwards step. Please update ASAP.