> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/backoffice/backoffice/invoices/create-an-invoice-email-template.md).

# Create an invoice email template

Use invoice email templates when different customers need different email text, language, or reminder flow.

Each invoice scheme can use its own template.

### Create the email template

{% stepper %}
{% step %}

### Open Email templates

Go to **Settings**.

Search for **Email templates** and open it.
{% endstep %}

{% step %}

### Open the invoice template category

Find the invoice email column.

Open **Template notification when new invoice is created**.
{% endstep %}

{% step %}

### Choose a base template

Click **Choose template**.

Select the preset you want to start from.
{% endstep %}

{% step %}

### Edit the template

Set the title, topic, display name, and optional CC or BCC values.

Write the email content and add tags where needed.
{% endstep %}

{% step %}

### Save the template

Click **Save** when the template is ready.
{% endstep %}
{% endstepper %}

### Link the template to a scheme

{% stepper %}
{% step %}

### Open the invoice scheme

Go to **Invoices**.

Click the **cogwheels** and open the scheme you want to edit.
{% endstep %}

{% step %}

### Choose the template

Scroll to **Choose template**.

Select the new invoice template.
{% endstep %}

{% step %}

### Set expiry days

Set how many days the invoice stays open.

This controls when reminder emails can start.
{% endstep %}

{% step %}

### Save the scheme

Click **Save**.
{% endstep %}
{% endstepper %}

### Good to know

* The sender email shown in the template is visual only.
* The real sender email comes from the company details.
* Reminder emails are optional.

{% hint style="warning" %}
Only edit the source view when you know exactly what you are changing.
{% endhint %}

### Frequently asked questions

<details>

<summary>Can I create reminder templates too?</summary>

Yes.

You can create separate templates for reminder emails and payment confirmations.

</details>

<details>

<summary>Can I use different languages?</summary>

Yes.

Create multiple templates and link them to different schemes.

</details>

<details>

<summary>Where do I check whether the email was sent?</summary>

Use the notification log.

</details>

### Related topics

* [**Create an invoice scheme**](/backoffice/backoffice/invoices/create-an-invoice-scheme.md)
* [**View the invoice communication log**](/backoffice/backoffice/invoices/view-the-invoice-communication-log.md)
* [**Set payment terms in an invoice scheme**](/backoffice/backoffice/invoices/set-payment-terms-in-an-invoice-scheme.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://knowledge.out-smart.com/backoffice/backoffice/invoices/create-an-invoice-email-template.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.