Enabling a default email template for invoices streamlines customer communication, ensures consistency in email correspondence, and saves administrative time. By setting custom templates for different invoice types, you can tailor messages for various invoicing scenarios, enhancing professionalism and improving customer satisfaction through clear, standardized communication.
View Setting
➡️ Navigate to Profile Icon > Settings > Invoicing > Invoice email template > View
Invoice Email Template
Fill in the message in the provided text box for each method.
Use taggingto personalize the message with job-specific details such as customer name, job location, and scheduled times.
Click Save to confirm.
Advanced Options
➡️ Advanced options
New invoice template
Use the dropdown menu to designate a specific template for each invoice type.
Click Save