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    Add ability to generate a form letter from an invoice details page

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    • GeorgeJ4336
      GeorgeJ4336 last edited by

      A matter details page has a very nice "Create Form Letters" button, which generates a DOCX, RTF, etc. document using a pre-defined template, which has access to {Matter...} fields populated from the matter of the opened matter details page. Please provide a similar capability from the invoice details page. One of my clients wants to receive a paper invoice via the US Postal Service. I can print a PDF invoice easily enough, but I need to generate a cover letter. For the cover letter, I would like access to invoice fields, such as {Invoice.BillTo.Address} and {Invoice.InvoiceAmount}.
      The invoice detail page already has an "Email to Client" button. Generating an e-mail message with this facility can take advantage of the "Show Form Fields" panel. So, it would seem that generating a form letter should not be that difficult to implement, but that is easy for me to say.
      Thanks,
      George

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