e-mail templates Zoho Books and Inventory
Good morning,
I am exploring the e-mail templates settings for books and inventory when I want to send an invoice or client statement.
• It seems Inventory and Books do not share the created templates. Would it be something possible ?
• The placeholders seem a bit limited compared to the amount of info that could be retrieved from an invoice :
Is there more available ?
I have a company asking me to ship to different places, I would like to sum up my e-mail template (Invoice Notification) with :
• the shipping address
• the items sent (maybe automatically formatted as a table ?)
• the Sales Order number initiating the invoice that I send.
• the tracking number.
I understand the tracking number could be a bit hard to implement, as it is associated inside a SHP, associated to a PKG, associated to a SO, but the 3 other infos are directly inside the INV.
Thank you for your help!
Alex.