Setting up automated invoicing
Thank you for your reply. Do you use custom templates for the emails? I would like to use two different templates (by branch) when the invoices are sent via email.
If anyone knows how to change the templates please let me know.
@tami-lynn-hoyt, this might get you started.
I can only suggest setting something up in a test tenant and seeing how it works. It would help if you know HTML so that you can setup a nice looking email template. I haven't setup a template for invoices so I can't help you out with a solution for that. I've done it for other things mainly related to approvals.
@royce-lithgo, have you used branches as a condition in Automation notifications? I did not see that option and had to use currency as a condition which roughly corresponds to branches in our case.
Is there a way to actually add branch as a condition?
@tami-lynn-hoyt the Automation Notification needs to be based off the page where the source event occurs. If you want something to happen off release of Invoice, then you need to chose the Invoices and Memos page (not the print one). You attach the invoice via the Report settings. See attached screenshot.
But yes I don't see a branch option there - perhaps take a look at the fields that are available and see if any of them separate your customers.
Can i ask what exactly do you want to differ in the email template for different branches?
Perfect, I was able to duplicate what you did under automation notifications.
Now that you've asked the question, I'm not sure I need different email templates. We were using a very custom one with the different logo's and company names, but I guess we could use something very generic if that's the only way to accomplish automation.
We were also using separate templates for a paid invoices versus a non-paid invoice. Our customers get confused if they paid with a credit card, and then get an invoice.
I guess we just really like to over complicate things!! 😊
You can do different templates depending on the Type of Invoice. You should definitely include Type in your criteria and limit it accordingly. You might want to limit it to Type = Invoice.
You should be able to use different images if you set them up with the branch id value in the filename. You'd need to host them somewhere, perhaps your companies website.
Then you could use something like <img src="http://www.mycompany.com/images/invoice_((Transactions.BranchID.BranchCD)).jpg>