Email Templates

With email templates, you can determine the subject and the text that will be automatically used when you send invoices, quotes, or delivery notes via email to your customers. Placeholders like "$invoice", "$account", or "$quote" will be automatically replaced with the corresponding data when sent. This ensures consistent and professional communication without having to manually adjust each email.

Notes and tips

• You can edit the email templates individually to specifically address your customers.
• Use the placeholders so that relevant information like invoice number or company name is automatically inserted.
• Templates are available for different types of invoices (e.g. order, credit note, delivery note, invoice, payment, quote).
• Changes to the templates will immediately affect all future emails of that category.
• After making adjustments, check the preview to ensure the email arrives as desired with the customer.