How to customize the email format for an invoice

RickFord
Contributor
Contributor

When I create an invoice for a customer that has FirstName, LastName, and Company in the customer info, the email is addressed to the Company name rather than the individual's name.  So, for example, if I have customer "Sally Smith" of the XYZ Corp, the email says, "Hello XYZ Corp." and then the invoice is attached.  If I remove the company name from the customer info, then the email is addressed to the individual, "Hello Sally Smith"   

 

I want to keep the company name with the customer info, but I want the email to be addressed to the individual.  How do I do that?

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2 REPLIES 2

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@RickFord 

 

Put Company Name on Address Line 2?


Kudos & Solved are greatly appreciated. 🙂
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RickFord
Contributor
Contributor

Thank you, @sharpiemarker for the quick response.  Unfortunately, the only place that has a place for that is in Billing Information or Shipping Information.  When I tried it, it would not keep the Company Name in the 2nd line unless I also gave it complete address information, which I don't have.  All I have is the person's name, company name, and email address.  So, I can add the company name to the "Additional Info" notes for the customer, but doesn't show up on the invoice.  What I want is the Invoice to be addressed to

Customer's Name

Company Name

 

and the email to be addressed to "Hello <Customer's Name>,  here is the invoice from us."  

If I put the Company Name in the Customer Information section, the invoice looks right, but then the email isn't addressed correctly.  If I leave the Company Name blank, then the invoice doesn't look right, but the email is addressed correctly.

 

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