Invoice Email Templates

Invoice Email Templates

Payments
July 30, 2024•1 min read

Invoices: Preview & Edit Email Templates for All Notifications

Users can now preview and edit email templates for all invoice notifications directly from the invoice module. This feature also allows users to preview the default email template used for notifications and customize it according to their needs. Users can edit their own default templates for notifications, ensuring a more personalized communication experience.

  • Go to Payments Tab -> Invoices -> Click on the settings Icon that you can see on the page.

  • Post this click on Notifications -> You'll see a preview text right beside the Email Template.

Note: You can navigate to the Marketing tab > Emails > Templates to create an email template.

Users can configure email templates for 10 types of notifications, including Team Notifications and Customer Notifications. They can edit and save these templates as new versions, tailored to their specific use cases. This functionality is fully accessible from the invoice settings, where users configure notifications for the invoice module.

  • Go to Payments Tab -> Invoices -> Create New Invoice -> Send

Users also have the option to preview the template when sending out One Time Invoices and while scheduling Recurring Invoices, with the ability to edit it directly from the invoice editor.

  • When a user click on Send the Modal which opens up has a preview of the template that will be sent out to the customer and business user can edit it right from that place.

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

LinkedIn logo icon
Instagram logo icon
Youtube logo icon
Back to Blog