No Answer on invoice cover letter
If i update contact details the name on the covering letter stays with the old contact name. When adding new contacts the Name does not appear at all. Why? Where is the old name being picked up from...
Forum Discussion
Works for individual customers. Need help with Company/Business customers.
Hi pippypip
I'm sorry to see that no one has responded to your post yet. For customers designated as a company, the email variable {{customer_business_name}} will automatically populate with the customer's business name in the email.
Here's a template you can use as guide:
Hi {{customer_first_name}},
OR
Hi {{customer_business_name}},
Invoice {{invoice_number}} for the amount of {{total_invoice_amount}} is now available.
You have {{invoice_amount_due}} outstanding to be paid by {{invoice_due_date}}.
Feel free to contact us if you have any questions.
Regards,
{{your_trading_name}}
{{email_address}}
{{business_phone_number}}
Please feel free to post again. I'm happy to assist further.
If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.
