Attaching Unpaid Invoice To Form Letter

I'm trying to figure out how (if possible) to have sitelink attach any outstanding invoices within a form letter. Example; sending a "Past due notice" it would be nice if the form automatically included any unpaid invoices


  • themage
    themage Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    You could structure your Past Due notice to contain much of the same information the Invoice has, but I think it would be difficult to attach the actual invoice, partly because of the way Sitelink generates invoices.

  • storable_support
    storable_support Registered User, Registered Moderator, Community Manager ✭✭✭✭✭
    Thanks for the assist, @themage

    He's correct (as usual!), @AdamNadigerThere are keywords that can be added to a Past Due Notice that will list outstanding charges in a manner similar to invoices which is what we recommend. It is not possible to attach the "actual" invoice to a different form template.

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