XPH | Invoice - Include Client Reference Code as an available merge field on invoice templates
The ability to include Client Reference Code as a field on the invoice template, under Date and Invoice number.
1
vote
Thanks for sharing this suggestion. Being able to pull the Client Reference Code directly into an XPM invoice template could make it easier to meet clients' billing and reference requirements without editing individual invoices.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would improve your invoicing workflow, add your vote and share your use case.