The Email Template view is used to manage templates for the automated sending of invoices and reminder notices.
The templates are the email cover letters, where some fields are automatically filled in alongside the desired body text.
The system then automatically attaches the invoice or reminder notice as an attachment to this cover letter. You can manage multiple templates to accommodate different agreements for invoice delivery with clients or for foreign-language mandates. To ensure the desired template is used during automated email sending, it must be selected in the corresponding recipient billing configuration (RBC) of a contact or in the file billing configuration. The email is sent in the Invoices and Reminder List views.
An email template can be edited using the three-dot button. The available fields are displayed on the left in the field selection. These fields are automatically filled by the system when sending emails. In the middle editing area, you can enter the desired additional body text for the email. A preview is available on the right side.
In addition to plain text, the system also supports HTML format. The HTML code can also be entered directly in the editing area. The HTML Preview button can be used to check if the HTML code has been entered correctly and if the email template has the desired HTML formatting.
Related to