Email Invoice Templates

Once an invoice has been generated, one of the methods available for sending them is email. When emailing invoices, a message to your clients can be included regarding the attached invoice. Because this language is likely to be consistent across all of your clients, you may utilize an Email Invoice Template in your Billing Profile to streamline the process.

Adding Email Invoice Templates

  1. Navigate to Menu > Admin > Email Invoice Template. This will open up the Email Invoice Template list view for all the templates available in your system.
  2. Click the ADD EMAIL INVOICE TEMPLATE + button at the top right of the list.
  3. The template form will then open. Complete the following fields:
    • Template Name: The name of the template. This name will be an option to choose within the invoice.
    • From Email: This allows you to put in an email address that will show who the invoice is sent from. If this field is left blank, the invoice will show that is it being sent from the sending user’s email.
    • Subject: The subject line of the invoice email.
    • Message Text: This is the text that will be included in the email body. The message text offers several personalization options that can be used to populate the following information: Client Corporation, Due Date, Invoice Statement Date, Invoice Statement Number, and Total Amount .
  4. Click Save.

Managing Invoice Email Templates

Existing Email Invoice Templates can be found by navigating to the Email Invoice Template List View: Menu > Admin > Email Invoice Template

The templates can be edited by opening the template from the list and making adjustments. Click Save after making the changes.

The templates can be deleted by selecting the Delete button.

Adding Invoice Email Templates to Billing Profiles

To add Invoice Email Templates to a Billing Profile follow these steps:

  1. Open the company record for the client you would like to use the template for and select Billing Profiles.
  2. Select the Billing Profile you would like to add the Email Template to and select the Edit tab.
  3. Set the Delivery Method to Email and a field to add the Invoice Email Template will appear.
  4. Type in the name of the Invoice Email Template and select it from the drop-down.
  5. Complete the required fields and select Save.

Creating a Billing Profile

Editing Billing Profiles

Adding a New Billing Profile Version