Personalising recurring invoice emails

The email for a recurring invoice goes out without anyone reviewing it first. The wording of the cover email comes from the email template assigned to the recurring invoice. Personalise it in one of two ways: change what the email says, or change who receives it.

Give one recurring invoice its own wording

The Email template picker on the Delivery panel decides which template is used. Leave it empty and the default invoice template is used.

If you want different wording for one particular customer, do this:

1. Go to Business settings → Emails and click Add email template.
2. Set the type to Invoice and pick the language. While the subject and message are still empty, Sliptree offers its built-in wording for that combination — click Use it to start from the suggested text rather than an empty form.
3. Edit the subject and message, and save. To start from one of your own templates instead, open it in another tab and copy the text across.
4. Open the recurring invoice, go to Delivery, and pick the new template under Email template.

Only that recurring invoice uses the new template — everything else keeps using the default. Editing a template later updates every recurring invoice pointing at it, so shared wording stays in one place.

If a template assigned to a recurring invoice is deleted, its invoices fall back to the default invoice template.

Personalise without a separate template

For details that differ per customer — their name, the invoice number, the amount, the due date — use placeholders in your normal template. Type : in the message and a list opens; pick one and it sits in the text as a chip reading Customer name, which is filled in at send time from each generated invoice. One template then covers every customer. See Using placeholders in emails for the full list, and for the subject line, which takes the same placeholders as plain text.

Placeholders are the safer choice for recurring emails: nobody proofreads an automatic cover email, and a placeholder can't go stale the way a hardcoded name can.

Change who receives the invoices

The Recipient field on the Delivery panel overrides where invoices are sent. Leave it empty and each invoice goes to the customer's own email address.

Use it when invoices should reach a billing address rather than your day-to-day contact — accounting@customer.com, say. Cc and Bcc are available from the links next to the field. Separate multiple addresses with commas, up to three per field.

To copy the same address on every email you send, rather than only this one recurring invoice, use Send a copy to on the email template instead.