Articles on: Invoice123 settings

How to Create a Personalised Email Template?

Personalize your email template design in just a few clicks. Want to add your logo, update the header design, or choose preferred colours? Step by step, we'll show you how to do it and highlight your business style with every invoice sent!

How to create a personalised email template?


In the menu bar, select SETTINGS

In the sidebar, choose INVOICES

Select EMAIL TEMPLATES and click on the edit pencil

Create a template name and edit the desired fields

You can edit:
Display of the logo in the email
Header colour in the top bar
Template message (instructions)
Email background/summary colour
Enable/disable the Invoice123 system name via the copyright function
Enable/disable header (available with paid plans for Individuals or business)
Enable/disable products table (available with paid plans for Individuals or business)

After setting the template design, SAVE CHANGES

Once the template is saved, send the desired invoice to the client

Choose EN invoice language for english summary field and details

Clients, upon receiving the invoice, will find PDF file attached

Updated on: 12/12/2023

Was this article helpful?

Share your feedback

Cancel

Thank you!