I have set up a client and raised an invoice, but when I try to send it, the name and DirectLink fields on the standard email do not autofill. I could type the info, but have no idea where to find the link for my customer to log in to see the invoice. What am I doing wrong please?
Dear @FirstName@,
To view your invoice or obtain a PDF copy please follow the link below:
Hi,
in addition to daithespark, you can cc yourself and the email is sent to your email account too and you can have a look how the email your customer receives looks like.