Email body to include only current invoice details
I would like the emails that I send out to only show the details for the current invoice, not for the entire client account. If a client pays between the close of the previous month and the time I send out the invoices (there's a window of about a week because of our internal processes) it isn't reflected in the body of the email, which sends some clients into a tailspin.
2
votes
Brooke
shared this idea