Edit invoice email message

Your invoice email message is a template that will appear when you send the invoice via email. These can be edited and personalised to each job by entering tags, like the job date, invoice total, customer name, location etc.

Watch a quick video showing you how to edit your invoice email message

Or read how to edit your invoice email message

  1. Click on the settings icon in the top right corner and click 'System settings'

  2. In the list of invoicing click 'Invoice email message'

  3. You will see a page with a subject line and a large box for your email content. Click Use tagging to open a side bar. Tags are used to personalise these emails to each customer by invoice total, address, name, number etc. Start typing your message and click on the relevant tag when you want to enter customer data such as work address. Once you are happy with your email click 'Close tagging' and click 'Save'.

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