To set up an email template for invoices follow the instructions below:
- Click on the Create button and select Invoice
- Select the appointments and expenses that you would like to invoice and click on the Generate Invoice button.
- Check your invoice details and select Save Invoice
- Now select to email the invoice by selecting the envelope icon at the bottom right of the screen:
- Click Manage Email Templates For Invoices:
- Select the + Add Template button
- Enter your template details and select Save Template:
- You will now be able to use the template when emailing an invoice by selecting the template from the dropdown on the email screen:
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