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Status Potential for future consideration
Created by Guest
Created on Jul 10, 2025

Automatically email paperless customers when AR invoices are generated from templates

When a customer is set up with paperless billing, generating an invoice from a template should automatically email the customer contact without having to go to another screen. Having to go to the "send invoice" screen makes the process take longer than creating an invoice without a template - since at least you can email from the "create invoice" page.

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