Email templates

Email templates are predefined messages used when sending invoices or estimates. Each template has a type, a language, a subject and body, and attachment defaults. Templates also support dynamic placeholders that pull in customer and document details at send time.

When you send a document, Sliptree pre-fills the matching template automatically, based on what you are sending and the document's language. You can still change anything before the email goes out.

Template types

Every template has a type, which decides both the document it applies to and when it is offered:

• Invoice — used when you send an invoice.
• Invoice reminder — offered instead once the invoice is overdue.
• Estimate — used when you send an estimate.
• Estimate follow-up — offered when you follow up on an estimate that has been sent but not yet accepted or rejected.

Because the type already ties a template to invoices or estimates, you can't accidentally send a reminder when you meant to send a fresh invoice.

How the right template is picked

When you send a document, Sliptree pre-fills the default template that matches the document's type and language. You can mark one template as the default for each combination of type and language.

If there is no default for the document's language, Sliptree pre-fills the closest matching template instead, so the email is never empty. You can always switch to another template before sending. The language you set on a template also controls the language of fixed elements in the email, such as the View invoice button.

Setting up a template

View, edit or delete existing templates under Business settings → Emails, where they are grouped by type. To create one, click Add email template.

• Template name is only visible to you and other members of the business. Customers never see it.
• Type determines which document the template applies to and when it is offered (see above).
• Language sets the language of fixed elements like the View invoice button, and is used to pick the right template when sending in a different language.
• Default template for this type and language marks this template as the one pre-selected when sending. Each type and language can have one default.
• Subject and Message are what the customer sees.
• Send a copy to lets you add up to 3 email addresses that automatically receive a copy of every email — useful for sending a copy of each invoice to your accountant, for example. The customer does not see this copy.
• Attach PDF document to the email controls whether the email includes the document as a PDF, or only a link to view it online.
• Show company logo at the top of the email controls whether your business logo appears at the top of the email.

Every field above can be changed right before a document is sent. Set up sensible defaults for the common cases, and override them per email when needed.