View Full Version : Invoice Format
elton
11-30-2006, 01:51 AM
Is it possible to email different customers different invoice formats?
Some customers I want to send HTML, some PDF and some text. The only setting I can find changes all the emails to one type. I cant do it by individual invoice.
K Software
11-30-2006, 09:26 AM
Sure!
Open the customer and on the first tab (called Customer), there is an Invoice Template selection. Set the default for the customer there.
elton
11-30-2006, 02:51 PM
Hmm, I tried that, but it seems to default back to sending just HTML. For instance, I set the default for one customer to Detailed PDF, but everytime it will send as HTML. Also, there is no option on for plain text in the Invoice Template selection. Is this something that can be added?
K Software
11-30-2006, 02:54 PM
Hmm, I tried that, but it seems to default back to sending just HTML. For instance, I set the default for one customer to Detailed PDF, but everytime it will send as HTML.
I'm sorry, I didn't understand the question the first time.
No, there is no way to set the email options per customer. Those are global and you can change them by clicking Edit -> Settings ->Email tab
Also, there is no option on for plain text in the Invoice Template selection. Is this something that can be added?
Yes, it can be added. In fact, it should have already been there! I'll get that fixed for .81!
K Software
11-30-2006, 03:09 PM
I just added this in the .81 beta : http://forum.k-billing.com/showthread.php?t=71
vBulletin® v3.7.0, Copyright ©2000-2008, Jelsoft Enterprises Ltd.