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The "Send by Email" function for PDF'ed invoices is really useful, but could I offer a few suggestions:
1) It would be great if you could define a standard bit of boiler plate text to automatically be used as the email body.
2) It would also be handy if HTML input was supported, so that I could use an HTML Signature as I do with my usual email.
3) And last thing, it would be handy if the "From" email name could be configured to a globally defined value such as "Accounts", rather than being based on the logged-in user.
I’m
bringing in the money
Enhancements to Invoice Emailing
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I’m
noticing new things
I just noticed - the system remembers the last email body text used, so that's point one covered as I use a standard message for all clients.Comment
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I’m
unsure
I just added a new topic re your 3rd point above and then found your post - all good ideas.-
I've actually figured out a way of doing this since I posted originally lower down - I added a 3rd user as an employee instead of a partner and have set up all of my automatic and reminder emails to come from the accounts@ address I associated with that user.
Obviously this wouldn't be so useful if you actually had any employees but since we are a partnership and otherwise only use freelancers for certain project elements it works well for us. -
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@James, @rich
Apologies, this question somehow got lost along the way so sorry about that.
1. How about we pre-populate the email message area with the previously sent message text?
2. We'll have a think about adding some HTML support but it's not a high priority right now. Allowing Markdown or Textile in the text area might be an option here.
3. The customisable From: address is a good idea. As a workaround in the interim you can add another user with the email address accounts@... and send the invoice when logged in as that user.
We also plan on adding support for sending to multiple email addresses and also providing auto-complete on the address fields.-
Hi Olly, One year on from you reply to this thread. Any closer to the HTML signatures and the customisable email address for sending invoices and the multi-email support?
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Hi Vizioz,
You can now send to multiple recipients -- just separate them with commas. We don't yet have a date for when we'll be adding support for HTML emails I'm afraid, or for customising the 'From' address (other than the above workaround).
Olly -
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I’m
happy
1. works well for me.
2. not an issue for me really
3. workaround bit cumbersome but still there if needed.
thanks -
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I’m
unsure
I just noticed - the system remembers the last email body text used, so that's point one covered as I use a standard message for all clients
I haven't found that the email message area is prepopulated with the previous message. Is this something that has been implemented? I'm using Firefox 3 -
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I’m
indifferent
It's only pre-populated when you re-send an invoice as far as I recall, not if it's a new invoice.
Would make sense to have a set of templates we could pull in if required. I hate having to paste in my signature and write the same old text every time. -
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I’m
frustrated
I agree with binarymonkey.
Pre-populating previously sent email text when sending ALL invoices (resend as well as new invoices) will do the trick.
Quite a hassle to copying pasting every time. -
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I’m
frustrated
Invoice templating was the reason we decided to go with Free Agent over other companies. Getting the right look for our invoices is important to us as it projects us and our professionalism every month to all our customers.
I would like to see the ability to upload custom template changes myself, and then have the option of running a one-off test to email me the rendered results to my inbox for checking.
I would also like to be able to include my own font (just one) for upload as this is used in all our branding where possible. As the invoice is a PDF then this should be possible if the font is installed on the server generating the PDF file.
I would like the upload facility on the website, as our design is quite intricate, and as any developer will know trial and error will be unavoidable to get it perfect.
Saves me bugging you guys (Free Agent) all the time! -
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Just thought I'd follow up to see if there is any progress on these suggestions - particularly the 3rd item.
I've set up a 3rd user so that I can have all invoices sent from the generic accounts email rather than mine or my business partners address. However having done this means that the tax timeline of course is based on 3 partners in the business rather than 2.
Thanks,
Sadie -
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I’m
pushing it
1I have one other suggestion but its quite a biggy.....
I have a couple of trading names for our business with different logos, it would be nice to be able to choose which template an invoice is set to use on an individual level rather than globally -
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We also have a few trading names and without this ability I dont think we can go ahead with free agent.
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RE: HTML ... For me all that I would like to see would be the paypal payment links tidied a little.
So Pay now online or whatever - because right now it's a pretty untidy link.
Is that possible?
Liam -
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sorry, I input html there and it converted it, but was just demonstrating what I would like to do
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It would be amazing to be to attach the relevant scans of receipts of expenses that have been added to the invoice automatically in a project..
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Hi,
Just to update everyone. With the latest release you can now attach receipts of expenses directly to invoice emails.
http://www.freeagent.com/central/bill...-
This is immensely useful. It would also be really handy to be able to set the maximum number of attachments to more than 10. That's not many for a busy month and I'm having to send multiple invoices for the expenses each month.
But it's reduced the photocopies and snail mail traffic to zero so thanks a lot for this! -
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Like Liam V said, cleaning up the PayPal link in emails would be great!
I tried putting in some HTML, but apparently not currently allowed.
I would also love to have the PayPal link directly on the invoice. Xero.com supports this and it looks great. -
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1 is covered already, but it would be good to have multilple options in a dropdown - have just raised this elsewhere.
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EMPLOYEE
EMPLOYEE
