Invoice email template

Purpose: Being able to send a default email for invoices helps produce precise emails and communication for your customers. This reduces administrative time by allowing you to pick specific email types (and different invoice types in advanced options) for your jobs / invoicing.

  1. Go to profile button > settings > use search functionality or navigate via the left-handed 'Categories' area > Invoice email template

  2. Enter the template body information and the subject line, using tagging throughout. Once you are finished, hit ‘Save’.


Advanced Options: You may create a new template here by clicking on ‘New invoice template’.

1. This module uses the same tagging and creation as the original, except that you may now choose a specific invoice type.