Templates & Reminders

MEMT · June 27, 2021, 11:51pm

Is it possible, you can only setup one general template for an invoice email?

How can I create multi templates for invoices. So I can style an email template for specific events, each with its own email style.

Also, where are the PRO-FORMA invoices? IT’s been requested since 2014 :s And it’s just a copy of INVOICE! This is important for the EU market.

github.com/invoiceninja/invoiceninja

Proforma invoicing support

opened 09:00AM - 15 Apr 14 UTC

rjd22

feature request

In America you can to issue an invoice even if you are unsure if someone will pa…y. This is different in Europe. When you issue an invoice in Europe it has to be paid or else you need to add a credit invoice to make up for the balance. In the Hosting business it is normal to use create an invoice before it has been paid and because Europeans just can't do this they use the pro-forma invoice system. Pro-forma invoices have separate numbers than the normal invoice. When someone has to renew their hosting an pro-format invoice is issued. The customer can see this and can pay this invoice. When the invoice has been paid the pro-forma invoice will change to a normal invoice and will receive the next available invoice number. More info: http://en.wikipedia.org/wiki/Pro_forma http://www.hmrc.gov.uk/vat/managing/charging/vat-invoices.htm

hillel · June 28, 2021, 5:10am

You can set custom email templates on Settings > Templates & Reminders.

The dates for old issues are irrelevant, v5 is a complete rewrite of the app. Our priority is providing feature parity with v4, any new features will need to wait.

MEMT · June 28, 2021, 11:09am

You can set custom email templates on Settings > Templates & Reminders.

yes found that, but that was not my question

How do I create multi templates for the invoice, so i can choose from a list what template i’m going to use? Or is this not possible in V5 and it is possible in V4?

hillel · June 28, 2021, 11:15am

Are you referring to the invoice PDF or email?

MEMT · June 28, 2021, 11:39am

To the email.

In invoiceplane we can set multi email templates. We do multi events over the year, and in invoiceplane we can set each email in the branding of the event.

Now it seems we only have one general email template and that’s it, correct? Or is their a way to do this?

hillel · June 28, 2021, 11:41am

It isn’t supported in v4 or v5.

In v5 we’ve added custom email templates but there are just 3.

MEMT · June 28, 2021, 11:45am

ow that’s a pity. maybe a feature idea? To add as many as you wish. In some business cases, especially in the event industry, this would be awesome to be as creative as possible.