Invoicing Email Template Editor

Invoicing Email Template Editor

Software Updates

May 30, 2024 ● 2 min read

Invoicing Email Template Editor

A business wants to ensure their invoicing emails reflect their brand’s tone and style. Using the Invoicing Email Template Editor, they quickly preview and adjust the email content before sending out invoices, ensuring a consistent and professional appearance.

Invoicing Email Template Editor: This feature allows businesses to preview and edit email templates for all invoicing notifications directly within the CRM, enhancing the experience and customization capabilities.

⭐️ Why Does It Matter To Your Business?

  • Seamless Customization: Businesses can now preview and edit invoicing email templates directly within the CRM, enhancing personalization.

  • Improved Communication: Real-time template editing ensures that businesses can tailor their invoicing emails promptly and accurately.

  • Enhanced Professionalism: This feature enables businesses to maintain a consistent and polished brand image in all invoicing communications.

⭐️ How To Use Invoicing Email Template Editor:

  1. Access the “Payments” tab from the left navigation menu. Click on invoices from the upper navigation menu, then create a new or edit an existing one.

  2. Fill the required details and save then click on send button.

  3. You have the ability to edit the invoice template from the invoice editor by clicking on the edit button.

  4. You can edit the invoice, change the invoice name and also preview the invoice.

  5. You can preview the invoice in Desktop/Tablet/Mobile view.

  6. For All Notifications: Access the invoices from the upper navigation menu and click on gear icon.

  7. Now click on Notifications > Customer/Team Notification and here you can preview the template for invoice Received and invoice Payment Failed as well.

  8. You can change the Template name, Preview and “Save as New template” for all notifications

The Invoicing Email Template Editor streamlines the customization of invoice notifications, enhancing both experience and communication quality within the CRM.

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