Text/Email Templates
J
Johnathan Granger
When selecting multiple invoices to send to customer.
example: monthly invoices marked as paid in full
Allow us to select which template to send not just the default template.
some of our workflows are nuanced. we send bulk emails for per visit services as well as bulk emails for monthly contracts. switching the default back and forth is a hassle and if the admin forgets to change the default then we accidently send the wrong template to a bulk amount of clients. We are requesting or suggesting that when we bulk send emails and text we have the opportunity to select a template to use.
This would affect invoices estimates client communications and automations.
K
Keturah Rowland
I have requested this same thing before. It would be so nice to be able to choose a different template in the invoice screen. I often send out reminders for late payments and it would be great to be able to go to the invoice page, select the invoices, select my late notice template and send. Instead I am having to go into each individual invoice and send individually.