How do I add the transaction number to the email alerts?

You can add transaction numbers like the quote or invoice number to the email alerts by inserting placeholders. Here’s how:

  • Go to Settings in the top right corner.
  • Select Email Notifications under Reminders & Notification.
  • Select a module for which the email alert is set up from the Emails section.
  • Click Show Mail Content.
  • Click Insert Placeholders.
  • Select the transaction number of the module for which the email alert is set up as the placeholder.
  • Click Save.

Now, the transaction number will be added to the email alerts.

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