It's great to be able to create multiple brands or departmental invoice templates, but the covering email should match. Currently, while it is possible to create the matching email templates, they must be selected from the drop-down when emailing, which is easily missed.
An automatically generated invoice (I presume) will just take the first cab off the rank too. Also, the header uses the main registered business name, which is not always very helpful, so it would be useful to be able to specify the business name to use as a heading in each template. (it could be a trading name, so having to use the xero business account name on the covering email can be a bit confusing)
Paul Mason
supported this idea
·
It's great to be able to create multiple brands or departmental invoice templates, but the covering email should match. Currently, while it is possible to create the matching email templates, they must be selected from the drop-down when emailing, which is easily missed.
An automatically generated invoice (I presume) will just take the first cab off the rank too. Also, the header uses the main registered business name, which is not always very helpful, so it would be useful to be able to specify the business name to use as a heading in each template. (it could be a trading name, so having to use the xero business account name on the covering email can be a bit confusing)