Customising the invoice email wording

Customising the invoice email wording

The content of the email for sending invoices is controlled by a template stored in settings within the admin section

Your Projectworks administrator will be able to access the template to make changes.

 

Updating the Invoice email content

The wording can be updated and can also use a number of dynamic tags to pull content related to the invoice into the email. Click Insert tag to see the available options and to select the dynamic content you want to include.

The same email template is used for all invoices.

For example, you might want to address the email to the billing contact, include the amount and due date of the invoice and direct enquiries to the Project Manager.

If you make a mistake - you can revert to the default message and start again.

The same email template is used for all invoices

 

3.26 - Email wording

It is recommended that you test the email and verify the wording.