Context and Overview
This document outlines the requirements for allowing Meteroid users (Account Managers) to personalize the email templates used for invoice delivery.
Currently, Meteroid automatically sends an email to the Customer once the invoice reaches the 'Finalized' status, attaching the invoice document. This feature aims to add customization capabilities to this automated communication.
Scope
The feature covers the configuration interface and necessary back-end logic to allow Account Managers to create and manage custom email templates for invoice delivery. Crucially, this customization must be configurable at the individual invoicing entity level.
Implementation Details
Settings & Customization
The system must provide an interface for Account Managers to customize the content and appearance of the invoice delivery emails.
Customizable Elements: Users must have the ability to personalize the following aspects of the email:
- Email Subject Line
- Email Body Content (rich text editing is preferred, including formatting options like bold, lists, etc.)
- Branding Elements: Integration of the invoicing entity's logo and primary brand colors within the email template.
Template Persistence: Customized templates must be saved and applied automatically based on the corresponding Invoicing Entity. Account Managers must be able to define unique templates for each invoicing entity configured in Meteroid.
Email Delivery Logic
Attachment Requirement: The email must continue to include the finalized invoice document as an attachment (e.g., PDF).
Preview Functionality: A preview function may be available in the customization interface to allow Account Managers to see exactly how the email will appear to the Customer before saving the template.
Context and Overview
This document outlines the requirements for allowing Meteroid users (Account Managers) to personalize the email templates used for invoice delivery.
Currently, Meteroid automatically sends an email to the Customer once the invoice reaches the 'Finalized' status, attaching the invoice document. This feature aims to add customization capabilities to this automated communication.
Scope
The feature covers the configuration interface and necessary back-end logic to allow Account Managers to create and manage custom email templates for invoice delivery. Crucially, this customization must be configurable at the individual invoicing entity level.
Implementation Details
Settings & Customization
The system must provide an interface for Account Managers to customize the content and appearance of the invoice delivery emails.
Customizable Elements: Users must have the ability to personalize the following aspects of the email:
Template Persistence: Customized templates must be saved and applied automatically based on the corresponding Invoicing Entity. Account Managers must be able to define unique templates for each invoicing entity configured in Meteroid.
Email Delivery Logic
Attachment Requirement: The email must continue to include the finalized invoice document as an attachment (e.g., PDF).
Preview Functionality: A preview function may be available in the customization interface to allow Account Managers to see exactly how the email will appear to the Customer before saving the template.