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22 votes
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110 votes
Paul Baird
supported this idea
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5 votes
Thanks for the detail in your feedback here, Paul.
The second point around being able to link email templates to branding theme is something that's been raised in another idea and would be good to track separately so I've updated the title of your idea here, and encourage you to add your vote and join the other for updates, too!
An error occurred while saving the comment Paul Baird
commented
Please Please show the invoice template as a field in the draft invoice screen. We have different invoices templates to different customer. Also I want to have the email selected to match the invoice template as an added bonus. To completely automate it.
It's pretty standard - I have asked this before - As a bare minimum show me the template so I can select the ones that I want to manually send the same email to and check they are getting the correct template. Still manual but better than individually.
This is causing me hours of work that doesn't need to happen. We have different templates and emails for different customers depending on how they pay. Its taking hours each month to match them up as we batch invoice all in one go.
Please Please address this its painful. I mean how hard can it be to add that database field to the webview of draft invoices.
Painful to the point Im looking at an alternative.
This is the third time I have asked over three years. its not just me asking .. Please fix this
Paul Baird
shared this idea
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This would be a lifesaver -- Were probably moving off xero because we have 4 different invoice templates that need different email and we batch many invoices together as drafts. We also need to be able to see the invoice template in the draft invoice screen. Taking us hours to resolve each month when we do an invoice run.