Email a Billing

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3 comments

  • richa

    thanks, I thought we already have this customized but Its not. thanks

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  • richa

    HI Team,

    With the new release, when we hit create PDF,

    The body of the email lists the email contact name instead of the customer account name. Can this be changed to list the customer account name?
     
     
     
     
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  • Patrick Wallen

    Richa,

    Yes. You can edit email templates. You can also clone and create your own. If you create your own, you'll want to make certain you link the new template with the appropriate pdf.

    Here's a Knowledge Base article that may be of use -- Customize PDF Email Templates

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