How To Access and Activate Text Templates in Invoice123?

Text templates are a great tool that helps to tackle writing tasks faster and easier while maintaining high quality and professionalism. With the help of text templates, you provide structure and efficiency to your written communications. They are particularly useful for those who want to save time and effort, as well as for those who frequently encounter repetitive tasks or communication situations. With the assistance of this guide, you can easily activate or create the templates you need!

How to do it?

Select TEXT TEMPLATES from the menu bar

Click CREATE A TEMPLATE

Select the TYPE of the TEMPLATE and fill in all the necessary information. Confirm the settings by clicking on the blue CREATE A TEMPLATE button

You can use the template you have created according to the template type

to send reminders for unpaid invoices
to send invoices to customers
for notes/comments on invoices
to send debt consolidation act
to send sales proposals and notes for them
to send confirmation for received settlement

Updated on: 28/12/2023