When emailing a quote or invoice there are multiple email temapltes: initial, first custom, second custom, first reminder, statement, custom 1, custom2, etc.
That’s confusing and it’s easy to make a mistake - I’m afraid of accidentally using the wrong one and making a fool of myself with the client
So I tried to hide those I don’t use, but I couldn’t find a way to do that.
So instead I tried to rename them:
- I went to settings, then localization, then custom labels. I clicked “Add Custom”, and added
custom1(I also tried
first_custom). The default is “First Custom”, so I changed it to “Invoice with discount”.
- I then went to settings, then templates and reminders. I chose the “First Custom” email template, and edited it.
- Then I created a new invoice, and then clicked “Email Invoice”. It shows “Initial Email”, so I clicked the dropdown to select my other template. But it still shows “First Custom” rather than “Invoice with discount”.
Am I doing this wrong???
How do I rename those dropdowns, if at all possible? And also is it possible to hide templates I don’t use from that dropdown? (if not, would you maybe be willing to consider that a “Feature Request”?)