Email Templates and Customization

Customizing Email Templates

Professional, branded emails reinforce your company image and improve client communication.

Types of Email Templates

• Invoice Delivery - When sending invoices
• Quote Delivery - When sending quotes
• Payment Reminder - Before and after due dates
• Payment Confirmation - When payment is received
• Thank You - After payment or project completion

Editing Templates

Email templates are configured within invoice workflows:

1. Go to Settings → Workflows
2. Edit or create a workflow
3. Scroll to the Email Templates section
4. Customize the subject line and body
5. Use variables for dynamic content
6. Preview and save

Available Variables

• {client_name} - Client's company name
• {contact_name} - Contact person's name
• {invoice_number} - Invoice reference
• {quote_number} - Quote reference
• {amount} - Total amount
• {due_date} - Payment due date
• {company_name} - Your company name
• {payment_link} - Online payment URL

Email Signature

Set up your email signature:

1. Go to Settings → Email Settings
2. Create or edit your signature
3. Include contact information
4. Add social links if desired

Testing Templates

Before using a new template:

1. Send a test email to yourself
2. Check all variables populate correctly
3. Verify formatting and links
4. Review on mobile devices

Best Practices

• Keep emails concise and scannable
• Use a clear call-to-action
• Make payment buttons prominent
• Maintain consistent branding
• Include contact information