Settings and activity
132 results found
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5 votesDavid Benady supported this idea ·
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32 votes
Hi 👋 - Is there a specific purpose this report would help with?
Also to better understand the idea would this be on a client basis or across all clients that are managed by a practice?
David Benady supported this idea · -
22 votesDavid Benady supported this idea ·
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7 votesDavid Benady supported this idea ·
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7 votes
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.
David Benady supported this idea · -
18 votesDavid Benady supported this idea ·
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23 votesDavid Benady supported this idea ·
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5 votesDavid Benady supported this idea ·