Email templates

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

Setting a language on the template lets Sliptree pick the right one automatically when sending to 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 addresses 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 controls whether the email includes the document as a PDF, or only contains a link to view the document online.
• The Show logo in email checkbox controls whether your business logo appears at the top of the email.

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