Allow payment & invoice placeholders to function in the same email template
Right now, invoice placeholders (ex %InvoiceURL%) do not function in payment emails and payment placeholders (ex %PaymentDate%) do not function in invoice emails.
It would be nice if a client who made a payment could visit the web version of their original invoice and see it marked "paid" from a payment thank-you email.
It is confusing for a client to receive an invoice that has one appearance and then a receipt that has another appearance - they feel like they are from two distinct systems, and the experience does not feel cohesive.
Mitch Danforth
shared this idea
Hi all,
To include Invoice URL in the Payment Thank you Note email, go to Settings→Email Templates→Payment Thank you and then enter InvoiceURL placeholder. On doing so, clients will be able to view the Invoices with Paid status from the Payment Thank you note.
Regards
Zoho Books team.