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Invoice/Quote Number within Email Subject line

Automatic reference number inserted into the email subject line.
Whether its a Invlice, Quote, Purchase Order.

When the customer replies to an email, currently there is no way of quickly seeing which email they are responding to.

Especially difficult when you send the same client multiple emails in a short time frame which I often do.
  • Guest
  • Jan 10 2017
  • Already exists
IRIS KashFlow / Uncategorised
  • Jan 10, 2017

    Admin response

    Hello Thanks for taking the time to comment. I am delighted to tell you there is a way you can do this in KashFlow presently! 1. Go to Settings > Email Templates 2. Select your invoice template 3. In the subject line Enter [INVNUM] followed by any text you want in the subject line 4. Save the template 5. You will see the invoice number has been inserted If you need any further help with this, please contact support on support@kashflow.com Thanks Natasha - Product Manager
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  • Guest commented
    January 10, 2017 09:24

    Is there anyway you could produce a report of emails sent to a particular company or on a particular date ie a search email function?

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  • +2

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