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!
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
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: 29/05/2024
Thank you!