Customizable Default Settings for Invoice Email Options
Summary:
A feature request has been proposed to allow users to customize default settings for the 'Send Paid Invoice' and 'Send BCC' options on invoices. T
his enhancement aims to provide greater flexibility and efficiency in managing invoice communications.
Details:
Current Functionality: The 'Send Paid Invoice' option on invoices is set to a default state, requiring manual adjustment for each invoice.
Proposed Enhancements:
Default 'Send Paid Invoice' Setting: Introduce an option in the invoice settings to set the default state of the 'Send Paid Invoice' option as either checked (Yes) or unchecked (No).
Default 'Send BCC' Setting: Similar to the 'Send Paid Invoice' setting, allow users to set the default state of the 'Send BCC' option.
Client-Specific Settings: Enable the configuration of these settings on a per-client basis, allowing for tailored communication preferences for different clients.
Customizable BCC Email Address: Provide an option to specify the email address for BCC on paid invoices, with choices including user email, company email, or a custom address.
Benefits:
Increases efficiency by reducing the need to manually adjust settings for each invoice.
Enhances personalization and client satisfaction by accommodating individual client preferences.
Log in to comment and vote
Comments6
Admin
May 5
It would be handy if the Paid Invoice had ‘PAID’ written across it & the payment options were removed ie “PAY NOW’ / ‘DIRECT DEPOSIT DETAILS’ etc… These could be removed from the Paid Email as well.
Admin
Oct 20, 2024
Also, the paid invoice email doesn’t really need the middle line shown in bold & underlined:
Thank you very much for payment of 205.00 AUD.
Please find attached Invoice INV-10580 for 205.00 AUD.
Amount remaining to be paid is 0.00 AUD.
Admin
Oct 3, 2024
The ability to customise the wording on the paid invoices email sent to clients would be helpful too.
iComply Pool Barrier Inspections
May 24, 2024
Customisation of the Invoice Template would also be hugely benefitical to allow alignment between external branding formats and the standard Formitize Invoice Template.
Gabrielle Gillespie
Dec 19, 2023
It would be amazing to be able to edit the Received Payment Invoice entirely as it sends to the Person listed as the Contact rather than the Billing Contacts information which in some cases, needs only to be send to the billing contact.
Keith Azzopardi
Nov 21, 2023
Thank you for your valuable contribution @sadricodes.
I have kept your original submission below for reference:
------------------------------------------------------------
Original request: Default uncheck 'Send Paid Invoice' setting
Streamlines the invoicing process, particularly for businesses with a large client base.
It would be awesome if you could set whether the 'Send Paid Invoice' option on invoices was checked or unchecked by default.
Some settings that can be changed in the invoices setting would be good, like:
Default 'Send Paid Invoice' to: (Yes/No)
Default 'Send BCC' to: (Yes/No)
These same settings would be extremely useful if they could be set on a client as well. Some clients particularly don't like to get those emails, while others rely on them. If I could save that setting and not have to remember which ones I need to uncheck the box for, that would save a lot of time.
Something else that would be useful is being able to control what email address the BCC goes to. So a setting like:
Send invoice paid BCC emails to: (User email, company email, other - type in an address)