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The client record often distinguishes between the invoice name, which is typically the legal name of the client, and the "name," which is often an abbreviated version of that name or a nickname.
When one sends an invoice, you'd think the email would be addressed to the client's full legal name. Nope. Instead, it goes to the nickname. This is dumb. I could understand letting us choose which name to use, but it shouldn't default to a nickname.
How often would you use this request?
Every single invoice, every time. |