Customizing email content

Step 1: After generating the invoice, mouse over to the “Email” button. Click on the “Customize” email option from the drop down.

email dropdown

Step 2: A pop-up with option to customize email opens-up. You can modify the contents of the email here. It lets you change the subject and email body. You can also insert variables such as client name, payment link.

variable selection

Step 3: It is easy to insert a variable. Just click on the arrow icon to pull the variable into the email body.

email variable

Step 4: You can cut/copy and paste the variable anywhere in the email body.

variable added

Step 5: You can place the variable in subject as well.

variable in subject

Step 6: Check the box to save the email template for future

save template

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