About email invoice templates

You now have the ability to customize the email content by project or invoice group when emailing invoices. Define what is contained on the email with new Email Invoice templates. You can chose from a list of predefined information to include and manually type information as well. You can use your existing salutation, signature, and logo.

Video: Email Invoice Templates Setup and Workflow (8:35)

Video: Client Invoice PDF Filename and Folder Path (4:22)