Accounting Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-183 Custom Invoice Template.

Document Emails - Personalized Templates Merged

Most SaaS platforms offer a template placeholder on email templates to personalize invoices, quotes and estimates that are sent out. I'm very surprised this isn't supported in Sage50 Cloud Accounting.

Something like this:

Hello [[customer-firstname]],

Your invoice for [[month-last]] is ready!

Where the information in the [[]] are automatically filled with the appropriate information really helps polish the customer experience.

  • Guest
  • Jul 13 2021
  • Love This Idea Likely To Be Coming Your Way