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 (server based Outlook only), and logo.

If you are using Cloud-based Outlook for Windows and want a signature included with your email, you will need to set one up in the template.

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

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