Email templates

Email templates allow you to create predefined email messages, which can be used when sending invoices or estimates. Dynamic placeholder make it easier to personalise the message automatically, based on customer and document details.

Additionally, you can define the template language, which makes it easier to send invoices and estimates to your foreign customers.

Setting up a template

Every existing email template can be viewed, modified or deleted by navigating to Business settings and then choosing the Emails tab. New templates can be created by clicking on Add email template.

• The template name is only visible to the user and other members of the business on Sliptree. Customers will not see this.
• Choosing a document type determines whether the template can be used for invoices or estimates.
• The selected language determines the language of static content elements in the email, such as the 'View invoice' button. It is also used to select an appropriate email template when sending a document in a different language.
• The subject and message are what customers see.
• The send a copy to field allows you to provide up to 3 email addersses to which a copy of the email is automatically sent. This can be useful if you'd like to send a copy of each invoice to your accountant, for example. The customer does not see this copy.
• The Attach PDF document to the email checkbox can be used to control whether the email should include the document as PDF, or only contain a link to view the document online.

Note that all these fields above can be changed right before a document is sent. This allows you to set up default values for the most common cases, and override them on a case-by-case basis.z