Job description on email invoice
I always send invoices and estimates to my inbox for final review before sending to clients. There is no indication of the address of work done on invoice. other then the number, it would be good to have a field at top of email with full job description for myself and multiple mail outs to same client to make accounting easier and faster. I do work for real estate agencies, who multiple task many jobs at once, at present there is no indication on email which job is which. re Tim
Tim - timkaz t/a Yell for help
shared this idea
Hi Tim,
Thank you for posting on our feedback forum.
We believe “custom fields” can help you with this requirement. Apart from the default fields that the system offers (like invoice date, number etc.,), you can create additional fields, which can be filled while creating the invoice and even displayed in the invoice PDF.
To create a custom field, please navigate to Settings > Preferences > Invoices > Custom fields + New custom field.
In case you’ve tried this out but it doesn’t meet your requirement, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma.