Marion
11 years agoPartner
Hi
Is is possible to have the ability to 'mail merge' a templated invoice to bulk customers.
For example, for customers who are members of a society and pay the same regular subscription, and the only difference on the invoice is the invoice number, it would be efficient to have the ability to template the invoice and 'mail merge' it with the selected customers, so that each is allocated a unique invoice number.
Thanks
M
- TonyLane11 years agoUltimate Cover User
Hi Marion
This idea already exists as a 'new idea'; it was submitted on 12/9/2012 and its current status is "Under Consideration" with 57 votes.
Please add your vote and comments to it on this link Send invoice to many
Thank you.
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