Bill Email Templates

Bill Email Templates

Default Billing Template

Versions prior to 7.2 only had one bill email template for all bill types. 
Now you are able to set custom templates for any/all bill types (invoices, receipts, estimates, quotes, etc..)

Custom Templates 

To enable this feature go to Options -> Setup -> Bill -> Master/Branch tab -> Tick Allow Custom Email Templates

To create a Custom template then go to 
Options -> Picklists Setup -> Bill -> Bill Email Templates -> Click + to create new template
If you want the template to be selected by default when sending, the below template names must be used. 
Bill TypeTemplate Name
Tax ReceiptEmail_BILL_RCT
Tax InvoiceEmail_BILL_INV
QuoteEmail_BILL_QOT
EstimateEmail_BILL_EST
Refund BillEmail_BILL_REF
Credit NoteEmail_BILL_CRD
Credited BillEmail_BILL_DBT
Account FeesEmail_BILL_FEE

Once the template is created when an invoice is finished and you select email you will be prompted to select a template.
It will default to corresponding template for that bill type if template names above have been used.



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