Automate the addition of PO or other client-specific billing references into invoices and invoice subject lines. With FreshBooks, I need to do this manually.
Ideal solution for me: Associate key-value pairs with clients (and projects?). Then, implement placeholder substitution in invoice templates and subjects (e.g., Invoice {invoice.number} from {me.name}: PO {client.PO} → Invoice 003410 from Reece Hart Consulting: PO 012345678)
Automate the addition of PO or other client-specific billing references into invoices and invoice subject lines. With FreshBooks, I need to do this manually.
Ideal solution for me: Associate key-value pairs with clients (and projects?). Then, implement placeholder substitution in invoice templates and subjects (e.g., Invoice {invoice.number} from {me.name}: PO {client.PO} → Invoice 003410 from Reece Hart Consulting: PO 012345678)
Submitted to help@freshbooks.com on 2019-09-19