When resending invoices with or without an account summary to clients, you will likely use the same text for the Subject Line and the Email Body over and over. You can set a "default" email subject and or a default email template for a variety of different types of emails.
This saves you time because you won't need to type an email subject every time you resend an invoice. And your default email template will automatically populate when you go to resend your invoices - you won't even need to select the template from the drop-down menu.
Note: Certain merge codes can be used, which means that information such as client references and invoice numbers can automatically be inserted into default email subject lines. See more information on Merge Codes.Tip: You can create unlimited email templates to speed up and standardize communications.
How do I Set the Default Subject Line and Template for Resending Invoices with or without an Account Summary?
Navigate to Admin > Settings > Email Settings > Email Subject Settings > Resending Invoice
- Enter some default text in the default subject line and choose your template.
- Click "Update."
Re-sending an Invoice
In this example, when re-sending an invoice with or without the summary, the template called “Invoice Template 2 Online Payments” has been selected as the default.
Note: The option to "Include Account Summary" is selected by default for "Resending Invoice with Account Summary" but is toggled OFF for "Resending Invoice." At this point, if you decide you do or don't want to include the PDF with the invoice, you can simply toggle this to ON or OFF before you click "Resend Invoice."
When resending an invoice, the contents of the “Default Subject” field is used to populate the subject line of the email.
Note: The merge codes used in this example have now been populated with the client reference “Poppy” and the invoice number.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article