To set up an email template for invoices follow the instructions below:
- Click on the Create button and select Invoice
- Select the appointments and expenses that you would like to invoice and click on the Generate Invoice button
- Check your invoice details and select Save Invoice
- Now select to email the invoice by selecting the envelope icon at the bottom right of the screen
- You will notice you have a Manage Email Templates For Invoices option, select the text
- Select the + Add Template button
- Enter your template details and select Save Template
- 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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