You can now send emails to your invoice contact from a placement record and the wizard will also record a reportable note and allow you to create a followup should you need to.
You can also attach a generated PDF invoice to the email if you need to – for more information on how to create your invoice templates or to talk to Chameleon-i about our paid for creation service, please call 01483 600370.
On the Placement record, Placement Details tab – there is a field called Contact Email
The user opens a Placement record
The user enters the Invoice Contact name and the Contact Email and saves the change, the record then refreshes and the email icon appears next to the Contact Email
The user can then click the email icon to trigger the single email wizard
When the green finish button is pressed, Chameleon-i then creates a note with the Invoice Email type (which we need to create)
The Invoice Email type should default to this:
Activity Type: Invoice Email
Body: Invoice Email
Subject: Invoice Email Sent