How to customize email templates

Here's a simplified step-by-step guide on how to customize email templates in InvoiceQuick:

1. Access Settings:

   • Begin by navigating to the "Settings" section from the sidebar.

     Email Templates Tab:

   • Within the settings, locate and click on the "Email Templates" tab.

     Email Template Categories:

   • In the Email Templates section, you will find different email template categories, including:
     • Invoice Template: This email template is sent to the customer when they receive an invoice.
     • Estimate Template: Sent to the customer along with an estimate.
     • Payment Receipt: Sent to the customer after they've made a payment.

     • Recurring Invoice: The email template for recurring invoices.

       Edit Email Template:

   • Select the email template category you want to customize, for example, "Invoice Template."
   • You will see options to customize the email template, including:
     • Subject: Edit the subject of the email.

     • Message: Customize the email message with your own text and tags.

       Use Tags:

   • You can use available tags within the email message to dynamically insert information like the customer's name, invoice number, due date, total amount, and more.

     Save Changes:

   • After customizing the email template to your liking, remember to click the "Save" button to save your changes.

By following these steps, you can easily customize email templates in InvoiceQuick to tailor your email communications to your customers.