Bill Email Templates
Default Billing Template
There is a default bill email template in;
Options -> Picklists Setup -> Bill -> Bill Email Templates -> double click Email Bill template to edit
If no custom templates are enabled then the default templates is used for all bill types (Tax Invoice, Tax Receipt, Estimate, Quotes etc..
Custom Templates at Billing
Custom templates can be added as well. Custom templates are available on VetlinkPro version 7.2+
To enable go to Options - >Setup - >Bill -> Master / Branch tab->Tick allow custom templates
To create a Custom template then go to
Options -> Picklists Setup -> Bill -> Bill Email Templates -> Click + to create new template
The template name can be of user choice, however if you want the template to be the default selected for certain bill types then below template names must be used.
The template name can be of user choice, however if you want the template to be the default selected for certain bill types then below template names must be used.
| Bill Type | Template Name |
| Tax Receipt | Email_BILL_RCT |
| Tax Invoice | Email_BILL_INV |
| Quote | Email_BILL_QOT |
| Estimate | Email_BILL_EST |
| Refund Bill | Email_BILL_REF |
| Credit Note | Email_BILL_CRD |
| Credited Bill | Email_BILL_DBT |
| Account Fees | Email_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.
Related Articles
Emails going into Junk Mail
Why do Emails go to Junk Mail? When emails are sent in bulk (e.g. from online statements), they automatically go under more scrutiny by spam filters. If they have an attachment (e.g. the pdf statement) then they get even more scrutinized as the ...Creating a Prescriptions for Pharmacy from Bill
To make prescriptions for drugs that are not kept in stock a Create Prescription options exists under the Actions button at billing. This creates a document that is stored in the Patient document manager under a prescription tab. A mail merge ...Adding PDF to email template
To create your template: Options → Picklist set up → Client → HTML email template → click the [+] to add new template → Give it a name → add text and merge fields to email → click attach and select your PDF → save template To send to clients: Go to ...AWS Emails complaints@email-abuse.amazonses.com
Emails go to complaints@email-abuse.amazonses.com when a recipient reports that they don't want to receive an email. They have usually clicked the "Report spam" button in their email client, but may have also complained to their email provider, ...Estimates / Quotes that have NOT been Converted to Bill
Show quotes or estimates that have NOT been converted to a bill. Conversions are only recorded from v7.1.1 Create as export spreadsheet so the can export to csv select BM."Ref_Number" "Transaction Num", case when BM."Type" = 7 then 'Quote' else ...