Invoice

Aron R. shared this question 6 months ago
Answered

When I go into a lead and click the invoice it shows the invoice with a picture of each item near the name. However, if I email the invoice to the customer it doesn't have the pictures. Is there a way to change it to have the pictures?

Comments (1)

photo
2

The email template is not the same as the page template. Open the settings>template variables page then search for invoice. Use the appropriate variable to include in your email

photo
1

I do see what you are saying however I have no idea what I am supposed to do. Is there an article/video about this?

photo
1

Is there a way that I can send the invoice as a pdf or as a link the way I see it?

photo
2

Yes. Follow my instructions in the original comment. Place the variable you find in the email template then open the email in the lead and send.

photo
1

Thanks Got it.

photo
Leave a Comment
 
Attach a file
You can't vote. Please authorize!