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  1. Invoice reminders - Ability to change invoice reminder to different email address

    75 votes

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    submitted  ·  19 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Evelyn Fallon commented  · 

    INVOICE REMINDER EMAIL ADDRESS SAVED PER INVOICE - Enable invoice reminder emails to be captured and stored on a per-invoice basis, rather than reverting to the main contact.

    For organisations with global customers, invoice recipients often vary by region, project, or business unit. In our organisation, a single customer can have multiple valid invoice contacts depending on the specific project.

    Currently, reminder emails default back to the primary contact, forcing users to manually re-enter or amend the email address each time. This is inefficient, error-prone, and very labour-intensive at scale.

    Allowing the reminder email address to be saved per invoice would enable accurate automation, reduce manual handling, and significantly improve invoicing workflows for complex, multi-region customers.

    Evelyn Fallon supported this idea  · 

  2. Invoice reminders - View emails sent to customer

    43 votes

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    18 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Evelyn Fallon supported this idea  ·