From now on, it is possible to individualize the email subject of the automatically sent invoices and credit notes from your be.ENERGISED instance via two new expert configurations.
Where in be.ENERGISED can the document layout be configured?
To access the layout configuration in be.ENERGISED, please go to the Finance/ Settings tab and then to the "Document Layout Configuration" item.
There you can click on the green configuration button for the corresponding document layout. In the next window, you will find the "Expert configuration" tab. Via "Add" you can then add the expert configurations listed below to the document layout.
Explanation of the expert configurations
In order to change the subject of the email sent to your customers via the automated invoice run, in which the invoice/credit note is attached, you must activate this expert configuration in the first step. To do this, enter the number "1" (without quotes) in the "Value" field.
You then use this expert configuration to set the individual subject of your email.
For more information on the document layout in be.ENERGISED, see this article.
Version: 2023-09-28 07:57:52 UTC