We use the “Email Customer” function from within an order so that once we’ve put the order on and clicked “Confirm Order”, we email the invoice to the customer as a confirmation of what they’ve ordered and at what price etc. We leave the radio button option set to “Sales Order”.
We are now beginning to take some pre-payments for orders and for these orders, we can of course click the radio button to email the “Pro-Forma Invoice” to the customer since we’re asking them to make payment.
In this scenario, it would be really good if there was an option in the email settings where there’s different text templates for each email option. In short…
Sales Order template may say (in more words!), “Thanks for your order, here’s confirmation of what you’ve ordered”
Pro-Forma template may say, “Thanks for your order, please find attached the pro-forma for payment before delivery”
Thus, the email content would change when the relevant radio button is clicked as we would want to communicate a different message depending on what we’re sending to the customer.
Thanks for the suggestion, Dave, this makes a lot of sense!
Taking your idea and running with it… we could maybe give you the ability to create as many “email templates” as you like and then when you are in the “Email customer” form, you could choose which template you’d like to use. This would give you the functionality you’re suggesting (although without being tied to Sales Order/Pro-Forma Invoice toggle), but also open the door for other templates such as one specifically for customers paying by direct debit, or for customers where the payment is overdue.
What’re your thoughts on this?
If these ideas would be useful for anyone else, please comment with your thoughts and vote for the feature with the button at the top. We use the number of votes on a feature request as a significant factor in prioritising what to build next
If you mark your direct debit customers as “Typically pays by Direct Debit”, then words to a similar effect will be shown on the invoice (and you can customise this further by editing your invoice template if you need to). To mark a customer as a direct debit customer, tick the box shown on the main edit page for the customer.
This is a great idea. Here’s how we would use it, I think the same as @dave-turner:
When the order is not invoiced:
Hi x, thanks for your order. Please see attached confirmation.
When the order is a Proforma or the automatic invoice email is being sent:
Hi x, thanks for your order which is now dispatched. Please see your invoice at the following link.
Or something like that. While a choosing a template in the email customer form would be good it would be nice to have a default selection based on the invoice status of the order. To save a click or two (and a mistake or two when you’re entering orders in a hurry).
Not currently. The actual PDF can be translated into the target locale (based on the Invoicing details in use), but the email content is currently just the value of the field in Email settings and so not able to vary by language/locale.
I’m sure it would be possible when implementing this feature request to look at langauge variations too. Thanks.
Getting multilinguality in the email templates implemented (e.g. based in customer’s invoicing details) likely isn’t something that is going to be implemented based on feature request votes, as most breweries aren’t internationally oriented by nature.
But, in Breww’s long term strategy to expand to the Dutch market, it would be great to get the internationalization fundament in translatable content prioritized. The focus on improving features could be to start with external communication (read: translatable email templates, invoices, etc).
Invoices are already translated into quite a few languages, but if there is another language that you need, please let us know and we might be able to add it - if not any language is possible with a custom invoice template.
You can already customise all the email templates, so you can re-word these into any language that you need already - go to Settings → Email settings and adjust them there.
I appreciate neither of these allow you to write your email in multiple languages, but hopefully that can come one day. For now, you could write the whole email multiple times, e.g. Dutch first, then English.
Finally, these settings don’t cover the original request yet either, but again we hope to get to that one day too.
