Invoice email template

Purpose: The purpose of enabling a default email for invoices is to streamline communication with customers by ensuring consistency and accuracy in email correspondence. This feature saves administrative time by enabling users to select specific email templates for different types of invoices, including advanced options. Additionally, users have the flexibility to set custom templates for different invoice types, allowing for one template per type. By automating this process, users can efficiently manage their invoicing workflow and ensure that the right message is delivered to the right recipient at the right time. This not only enhances professionalism but also improves customer satisfaction by providing clear and standardized communication regarding invoices and associated transactions.

View Setting

➡️ Profile Icon > Settings > Invoicing > Invoice email template > View

Set up Invoice email template

➡️ Complete Subject line > Complete the email body > Save

To set the template format Use tagging

Screenshot 2024-04-25 222955.png

New invoice template

➡️ Advanced options > New invoice template > Save free of charge reason

Screenshot 2024-04-25 223027.png

You have the option to designate a specific template for each invoice type, as illustrated in the dropdown menu. This feature allows you to tailor your communication precisely to the type of invoice being sent, ensuring consistency and clarity in your correspondence with customers.