Custom Invoice Email Templates

This Add-On allows you to save and manage multiple invoice email templates to be used when sending your customers invoices through email. 

Enabling the Add-on

1. Click on "Account & Settings" and then click on "Integrations & Add-ons".
2. Use the "Search" field on the right-hand side and enter "Custom Invoice Emails".
3. Click on "Enable" under the Add-on's section.

Creating an Invoice Email Template

Once you have enabled the Custom Invoice Emails Add-on, you can begin creating custom invoice email templates.  You can follow the steps below to create a custom invoice email template:

1. Click on "New" under the Custom Invoice Emails" section.
2. Add a title for your template in the "Template Title" field.
3. Enter a subject for the emails in the "Subject" field.
4. In the "Message" field, personalize the message and include important information by using any of the merge tags from the "Merge Tags" list on the right-hand side of the template.
5. Submit the form to create the custom invoice email template.

Usage

You can select a template when you approve and send multiple invoices at once. Simply click on the checkboxes on the left-hand side of the "Invoices" table and click on the "Set Email Type" menu that appears at the top to select a template.

You can also choose a template when resending an edited invoice, or when sending saved invoices by clicking the "Email" option next to "Invoice Options" at the top right corner of the invoice.