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7.6.4.1 Configure Automated Invoice Email Templates

7.6.4.1 Configure Automated Invoice Email Templates

Challenge

Issuing invoices and/or credit notes via email with customised templates to suit the needs of the particular customer and situation


Solution

Version 2.135 and up

Users can now create and configure different email templates within Salesforce in order to be able to customise the content of emails sent when issuing invoices via email.


Setup