Create an invoice email template

Create invoice email templates and link them to the right scheme.

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

1

Open Email templates

Go to Settings.

Search for Email templates and open it.

2

Open the invoice template category

Find the invoice email column.

Open Template notification when new invoice is created.

3

Choose a base template

Click Choose template.

Select the preset you want to start from.

4

Edit the template

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

Write the email content and add tags where needed.

5

Save the template

Click Save when the template is ready.

Link the template to a scheme

1

Open the invoice scheme

Go to Invoices.

Click the cogwheels and open the scheme you want to edit.

2

Choose the template

Scroll to Choose template.

Select the new invoice template.

3

Set expiry days

Set how many days the invoice stays open.

This controls when reminder emails can start.

4

Save the scheme

Click Save.

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.

Only edit the source view when you know exactly what you are changing.

Frequently asked questions

Can I create reminder templates too?

Yes.

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

Can I use different languages?

Yes.

Create multiple templates and link them to different schemes.

Where do I check whether the email was sent?

Use the notification log.

Related topics

• Create an invoice scheme
• View the invoice communication log
• Set payment terms in an invoice scheme