M
Michael Wu
TLDR:
can the client's
Invoice contact
be exposed as a template token?
In invoice templates, I can add the details of the contact that's selected as
Default contact
under a client.
The respective tokens are
{{Contact.FullName}}
,
{{Contact.Email}}
, etc.
However, there's no way to add the details of the contact that's selected as the *
Invoice Contact
* under a client.
The respective tokens don't exist yet.
It would be nice if the invoice contact was also available as tokens, e.g.
{{InvoiceContact.FullName}}
,
{{InvoiceContact.Email}}
, etc.
For example, I have a client with two contacts:
  • Person 1: set to
    Default contact
  • Person 2: set to
    Invoice contact
In my invoice template, I have:
{{Contact.FullName}}
{{Client.Name}}
Address
etc...
Which displays as e.g.:
Person 1
Business name
Address
etc...
{{Contact.FullName}}
currently shows the
Default contact
's name, not the
Invoice contact
's name. I want to show the
Invoice contact
's name instead.
So having an extra set of tokens for
InvoiceContact
, such as {{InvoiceContact.FullName}},
{{InvoiceContact.Email}}
, etc. would allow this. Then, I could do:
{{InvoiceContact.FullName}}
{{Client.Name}}
Address
etc...
Which displays as e.g.:
Person 2
Business name
Address
etc...
which then shows the client's
invoice contact
, Person 2.
Thanks in advance!