Email template - Placeholder for project name
It would be helpful to be able to include the name of the associated Xero project as a placeholder in the email template when sending an invoice.
I typically include my job number and the customer's job number (which is different from their order number that goes in the Reference field) in the project name, and would like to include both of these in the email template. Currently I have to manually input every time I send an invoice email.
A workaround for this could be to have a placeholder for the description in the first row of the invoice. Currently that is where I copy the project name to.
Jason McGee
shared this idea
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