Forum Message

Emailing Invoices - Contact or Salutation

Hi there

When creating an invoice, if we have a name in the Salutation and Contact box for the Customer, it adds both to the email, for example having Salutation as Joe and Contact as Joe Bloggs gives:

Dear Joe Joe Bloggs

However, if we only include the Salutation it emails as Company Name. Is there anyway of amending this?

We don't mind getting our hands dirty with some coding if necessary.

Thanks


Posted by Andover IT on Nov 5, 2010 9:06 AM GMT

Hello Andover,

Click menu Setup > Email Template, then change the Body field to 'Hello [SALUTATION]...'

Regards,


Posted by Mark McLaren (Solar Accounts) on Nov 5, 2010 10:22 AM GMT

Hi Mark

That's great - thanks. This enables us to have a main contact and a separate accounts contact as well.


Posted by Andover IT on Nov 5, 2010 1:15 PM GMT