InvoiceOnline.com enables creating custom email templates for sending invoices, reminder messages, and thank-you emails. This feature simplifies your invoicing process and allows you to compose email text according to your preferences.
Creating email templates
Creating email templates is easy, intuitive, and allows you to automate communication with your customers. Simply go to the My Account section and select Email Templates.
Choosing a Template Type
In the top menu, choose the type of email template you want to create. InvoiceOnline.com offers three types of templates:
📄 Sending an invoice by email - a message accompanying the invoice
⚠️ Payment reminder - a message you send for overdue payments
✅ Thank you message - a message you send after an invoice has been paid
Simply click on the type of template you want to set up.
Editing the Template
In the template editor, you can modify:
Email subject - a short text your customer will see as the email subject
Email body - the main part of the message where you can communicate freely
You can edit the text as you need.
InvoiceOnline.com also allows you to insert automatically filled fields based on invoice data, such as:
invoice number
due date
total amount
payment details
It’s important to keep your contacts and their details organized. The article Contacts will help you set everything up correctly.
Email Preview
At any time during editing, you can click the Preview button.
You’ll see a preview of how the email will look when actually sent.
Thanks to the preview, you can easily check:
correct insertion of dynamic fields
layout and formatting of the text
overall impression of the message
Once you’ve finished editing, just click Save, and your email template will be ready for use.
📄 Sending an invoice via email
When sending an invoice by email, simply enter the recipient’s email address and send the template you’ve created. Your invoice will be delivered with the preset text and automatically populated data.
⚠️ Sending a payment reminder
In the Issued Invoices section, you can use prepared email templates based on the state of invoices.
Find an overdue invoice
Click the "Send" icon next to the invoice
Select the Reminder template and send it to the customer
This way, you can quickly remind the customer of their payment obligation.
✅ Sending a Thank You Message
If the invoice has already been paid, you can quickly and easily send a prepared thank you message to the customer.
Open the Issued Invoices section
Click the "Send" icon next to the paid invoice
Select the Thank You template and send it
Thanking customers for their payment helps build strong relationships.
Not sure what the different invoice statuses mean? Check out our article State of invoices where you’ll find everything clearly explained in one place.
