Prerequisite: Both features are available only when the Configure Master Invoices flag is enabled for your account. Contact your FranConnect administrator to confirm this setting.
Overview
This article explains two enhancements available on the Master Invoice Detail page:
The ability to send an email directly from a Master Invoice
The Expand/Collapse functionality to navigate long invoices more efficiently
1. Send Mail from a Master Invoice
You can send an email notification directly from a Master Invoice to the relevant Master Franchise owner(s). This is useful for sharing invoice details, payment reminders, or billing summaries without leaving FranConnect.
How to Send a Mail
Navigate to Financials > Master Invoices and open the desired invoice.
On the Master Invoice Detail page, click the Send Mail button.
The email composition window will open pre-populated with the following details:
From: The email address of the logged-in user.
To: The email address(es) of the Master Franchise owner(s) associated with the invoice. If a segment has multiple Master Franchise owners, the email is sent to all of them.
Customize the subject and body as needed using the available keywords (see below), then click Send.
Available Email Keywords
Keywords allow you to dynamically insert invoice data into your email. The following keywords are supported for Master Invoice emails:
Keyword / Merge Field | Description |
|---|---|
Master Franchisee Name | Name of the Master Franchise associated with the invoice |
Master Franchisee Owner | Name of the Master Franchise owner |
Report Period Start Date | Start date of the reporting period covered by the invoice |
Report Period End Date | End date of the reporting period covered by the invoice |
Total Sales | Total sales figure included in the invoice |
Additional Fees | Any additional fees applied on the invoice |
Each Invoice Item (Fee Type) | Individual line items listed on the invoice |
Total Tax | Total tax amount on the invoice |
Total Invoice Amount | Grand total of the invoice |
Open Balance | Outstanding balance remaining on the invoice |
Note: All keywords support internationalization (i18n) — translated versions are shown based on the user's language setting.
2. Expand/Collapse Sections on the Master Invoice Detail Page
The Master Invoice Detail page supports Expand and Collapse for each section of the invoice. This makes it easier to focus on specific parts of a long invoice without scrolling through all content at once.
This behavior is available in both the Detailed Master Invoice view and the Simplified Master Invoice view.
Default Page Load Behavior
When you open a Master Invoice, the page loads with the following default state:
All collapsible sections are collapsed by default.
Only the first section is expanded and visible.
Expanding and Collapsing Individual Sections
Click the expand/collapse toggle next to any section header to open or close that section independently.
Using the "Expand All" Button
An Expand All button is available at the top of the Master Invoice Detail page. Clicking it expands all collapsible sections at once, displaying the complete invoice content without truncation.
If all sections are already expanded, the button state updates accordingly (e.g., disabled or toggled to "Collapse All").
3. Prerequisites & Feature Flag
Both the Send Mail button and the Expand/Collapse functionality are controlled by the Configure Master Invoices flag:
When this flag is ON, both features are visible and fully functional on the Master Invoice Detail page.
This flag operates independently — it does not depend on the Detail Master Invoice flag or the Simplified Master Invoice flag.
Note: If you do not see the Send Mail button or Expand/Collapse controls, contact your FranConnect administrator to verify that the Configure Master Invoices setting is enabled.