WePay - Allow Custom Templates When Sending WePay Invoices
Currently it looks like you can select a template and send it, but the client actually receives a generic "your invoice is attached" email from WePay. This is a problem because we want to tell customers to only pay half of the invoice amount upfront. Our email template that says that does not send.
Just Roofs and Gutters commented
If you send the e-mail from the activities tab and use your own template it's from you, nothing to do with wepay other than them being the service we use. I'm not sure what you all are talking about? It's totally customizable. The only thing I don't like is that the only option for payments are % and not $ amounts. I'd like for us to be able to customize the $ amount that we are collecting instead of trying to figure out the % as we collect ACV upfront or we might collect deductible up front and remainder of ACV upon material delivery.
Why not just ditch WePay for a platform with better ratings, more safety, and lower processing fees?
I would rather be able to send my custom invoice so we can add out own language, thank the customer, etc.
Kelly Davis commented
Weighing in on this. A custom template would be so helpful! Also, is there a way to edit the current default template?