Tax Invoice - Form Letter Email Body & Customise on Send
It would be great to be able to edit the body of an email when sending tax invoices. It would be extremely helpful to be able to edit the layout of the tax invoice itself, and have the relevant merge fields available to enter whereever desired.
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RMS Product Development
This is near enough what I have just suggested and feel it would be extremely useful moving forward!
Aaron McFarlane commented
I agree! To add a reference number or something to email body would be great.
It would make sense for RMS to combine all email sending such that all of the emails that are sent can be styled using the correspondence form letters.
Instead of adding the email body specifically for the receipt/statement/tax invoice, allow us to specify the correspondence form letter to use for the email. This allows us to specify the format (text/html), create the email layout that we want, and add merge fields like the guest name. Merge fields may need to be extended to include the tax invoice/receipt/statement reference number.
The current emails are not properly customised with our name either which I would hope would be fixed if they were sent using the correspondence method. The current emails don't use our preferred email name (i.e. it uses just email@example.com instead of "Business Name" <firstname.lastname@example.org>)
Currently available in RMS 9+ is the ability to setup a single custom email body to be sent with emailed Tax Invoices, Receipts or Statements.
This can be found in Setup > Accounting > Accounting Options on the Print Options tab.
Additionally, for any customised Tax Invoice, Statement or Receipt templates, please contact email@example.com with the required layout to receive a quote.
RMS Product Development
Very good idea to be able to add text to the body of the email to which the invoice is attached.