When I send invoices to members, I would like for a note to automatically be added as to what invoice was sent to them. Or if an automation is not available, is there a way to manually select a button while simultaneously sending a note so it populates in the notes section of the contact profile? Rather than needing to go manually add one after I sent the invoice?
Hi, Jill. There is no automation tied to manually sending an invoice. The closest thing I can think of is to create a note template and apply it to the contact record after you have sent the invoice.