Community Contributor *

Re: Confusing invoice layout in emails

got another email today from Julian C:

Kate,

Thank you for your response. I have forwarded your concerns to our team. The invoice template (PDF) you use to bill is an Imported Style. Settings you've set for your Standard/Master template carry over to your invoice email. For instance if you wanted to remove the Product/Service name on your invoice and invoice template, you can edit the Standard template (Gear Icon > Custom Form Styles > Edit Standard template).  NOT TRUE - ALL IS REMOVED EXCEPT DESCRIPTION. THE WORDS PRODUCT/SERVICE AND RAMDON HOURLY RATES AND TIME STILL SHOW UP IN EMAIL

Also, We offer a total of 3 Online Delivery invoice email templates. Were you able to look into the other Online Delivery options?  YES TRIED THEM ALL - SAME RESULT - NO CHANGE TO EMAIL

Gear Icon > Account and Settings > Sales tab > Online Delivery:
• Online Invoice
• HTML (see attached screenshot)  SCREENSHOT SEEMS TO SHOW OLD EMAILS BEFORE  THIS "IMPRVOVEMENT"
• Plain Text (see attached screenshot)
*Note - The Online Invoice allows your customers to pay you directly using the "Review and pay" button and HTML and Plain text do not have "Review and pay" buttons.

Please let me know if this helps.

 

PLEASE SOMEBODY CALL ME!!!!

Julian C.