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.