New Email presentation of Invoices
Is there anyway of turning off the detail of Invoice Summary showing in full on the new email layout which presents direct on the emailed page to the client rather than just the pdf or view click thr...
Forum Discussion
Hey DeborahBurns Copycat BofB ABS66
We've raised your feedback to our teams and have made the following changes:
- Removed due dated and added paid to invoice summary (with $0 balance due)
- Added balance due item in invoice summary
In terms of the issue with how the customer email displays, as shown by DeborahBurns we've found the issue to be with invoice emails opened in a classic version of Microsoft Outlook. This issue does not exist with all webmail, newer outlook apps and mobile apps. We are currently investigating this further.
Thank you all for taking the time to share your feedback. If you have any further questions, feel free to reach out.
Are we going to be able to remove the "Invoice Summary" from the email??? We do time billing and each line of time is showing in the "Email Summary", which can be pages long. We don't want our customers seeing this information necessarily.
Hey tim999991
The option to remove the "Invoice Summary" from the email isn't possible at this point in time however it's definitely something we can explore.
We've announced changes to our Ideas Exchange recently so it's currently in a read-only mode. I'll make a note of your suggestion and will make sure it's reposted there once our new one goes live so other users can vote and we can add weight to your suggestion.
Hey tim999991
Our new Ideas Exchange has gone live, I've gone ahead and reposted your idea for removing the "Invoice Summary" section over there if you'd like to go over and vote! Our improved feedback loop ensures that your ideas, votes and comments are seen by our product teams.
