How do I set up an email template for invoices?

To set up an email template for invoices follow the instructions below:

  1. Click on the Create button and select Invoice
  2. Select the appointments and expenses that you would like to invoice and click on the Generate Invoice button.
  3. Check your invoice details and select Save Invoice
  4. Now select to email the invoice by selecting the envelope icon at the bottom right of the screen:
  5. Click Manage Email Templates For Invoices:
  6. Select the + Add Template button
  7. Enter your template details and select Save Template:
  8. You will now be able to use the template when emailing an invoice by selecting the template from the dropdown on the email screen:

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk