Feature Requests

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Need the ability to change the wording on Retainer Invoice Emails and also preview the invoice before sending

The set wording on the emails that send retainer invoices is not able to be customized like regular invoices and statements. We don't call our retainers "retainer" - we call them "fee deposits" so the language on the email does not really apply to our clients. It would be helpful to be able to have the text that I type in that explains the deposit request to the client to appear on the email so they know why they are getting the email before they click on the attachment since so many are hesitant to click on attachments if they aren't expecting something. I'd also like to be able to preview the invoice before sending without having to email it from my regular email address so I can keep track of all of my retainer invoices I've sent all in one place.

  • Heather Thone
  • Sep 24 2021
How often would you use this request?

Every time I send a retainer invoice.

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