Sometimes a bit more context is needed when emailing a bill into Hubdoc.
Using #note helps get concise notes into the Hubdoc processing tab.
Leaine’s Tips:
- Remember to add #note at the end of the text – this prevents the email signature / other email content being included
- OR if it is a good idea to have details from the email content just prefix with #note
- You can add notes from within the portal as well – good idea to use capitals if important to be read before processing
- Make sure other users emailing into Hubdoc understand how the #note works.
Learn more on Xero Central
Watch Leaine’s Demo