Invoice - Save written invoice at (approve and email button)for the next month of repeat customers
at approve & email stage of sending an invoice automatically save the data so the following month I do not have to rewrite information that was on previous invoice e.g. purchase order numbers in body of invoice.
1
vote
Stuart Bartlett
shared this idea
Hi Stuart, when you say save at the approve and email stage - is this that you'd like the email that you've entered to send the customer to save?
If so you could look at adjusting the email template, or creating a new one?
