Email Template: Invoice Emails
Invoice emails are emails that send the Order Invoice directly to the customer.As a business owner, it is frequently necessary to send Invoices to Customers when it is time to seek payment for an Order.
The Invoice Email Template is found in Email Settings, which are located under the Admin panel on the TapGoods PRO dashboard.
Click here to navigate to Email Settings in TapGoods PRO!
Once you have navigated to Email Settings, you can customize the Invoice Emails Template by following the steps listed below.
- Click the Pencil Icon next to the Template.
- Customize the Subject.
- Compose the email in the Note field.
- Click Save.
Invoice Emails are not automated, so they must be sent from the Emails tab of an existing Order.
To send an Invoice Email, follow the steps listed below.
- Navigate to the desired Order and click the Emails tab.
- Under Email Type, click the dropdown arrow and select Invoice.
- Under Email Type, click the dropdown arrow and select Invoice.
- Under Send To, select Customers or Team Members.
- Input the Customer’s Billing Address.
- Select a Due Date for the Invoice using the Calendar.
- [Optional] Write a Custom Note.
**Note: If the Custom Note field is left blank, the Default Copy of the Invoice Email configured in Email Settings will be sent to the Customer** - [Optional] Attach additional Documentation.
- Click Email.
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