How do I set up an email template for invoices?

To set up an email template for invoices follow the instructions below:

  1. Click on the Create button and select Invoice
  2. Select the appointments and expenses that you would like to invoice and click on the Generate Invoice button



  3. Check your invoice details and select Save Invoice
  4. Now select to email the invoice by selecting the envelope icon at the bottom right of the screen



  5. You will notice you have a Manage Email Templates For Invoices option, select the text



  6. Select the + Add Template button



  7. Enter your template details and select Save Template



  8. You will now be able to use the template when emailing notes by selecting the template dropdown when creating a invoice

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