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Invoice Email Templates

# Invoice Email Templates ## What is it? Email templates let you customize the messages customers receive when you send them invoices. You can create different templates for different customers or situations. ## What can it do? - Create custom email templates for invoices - Use preset templates as starting points - Add system information automatically using tags - Include images to make emails more visual - Send invoices in different languages - Set different templates for different invoice schemes - Create HTML templates for advanced customization ## How to use it **Create a new invoice email template:** 1. Go to Settings in the bottom left 2. Search for Email templates 3. Click the option to open email templates overview 4. Find the Invoice email column 5. Click Template notification when new invoice is created 6. Click Choose template 7. Select a base template to start with 8. Click Choose template to open the editor **Configure the template:** 1. Set the Category (pre-selected but can be changed) 2. Enter a Title for the template 3. Set the Topic (what customers see as email subject) 4. Set Sender's email (visual only, real email is in company details) 5. Set Display name (usually your company name) 6. Add CC or BCC email addresses if needed 7. Use the email editor to design your message: - Add plain text in the left panel - Use system tags to auto-fill information - Add images to enhance the email - View how it looks in the right panel 8. Click Save when finished **Apply the template to your invoices:** 1. Go to Invoices in the sidebar 2. Click the cogwheels icon in the top right 3. Select the invoice scheme to customize 4. Scroll to Choose template option 5. Select your new template 6. Set Invoice expires after X days for reminders 7. Click Save ## Things to watch out for - Do not edit HTML source code unless you know HTML - Editing broken HTML can break your template - Use the visual editor for safer customization - The real sender email comes from company details, not the template - System tags automatically fill in invoice information - Set reminder timeframe carefully ## See Also - [Create an Invoice](../invoicing/create-an-invoice.md) - [Invoice Settings](../invoicing/invoice-settings.md)