When sending invoices to clients, you will likely use the same text for the Subject Line and the Email Body over and over. You can set a "default" email subject and template for a variety of different types of emails that are sent by Pet Sitter Plus.
This saves you time because you won't need to type an email subject every time you send an invoice with or without an account summary. And your default email template will automatically populate when you go to send your invoices - you won't even need to select the template from the drop-down menu.
Note: Certain merge codes can be used, which means that information such as client references and invoice numbers can automatically be inserted into default email subject lines. See more information on Merge Codes.Tip: You can create an unlimited number of email templates that can be used to speed up and standardize communications.
How do I Set the Default Subject Line and Template for Emailing Invoices with or without an Account Summary?
Navigation: Admin > Settings > Email Settings > Email Subject Settings > Emailing Invoice
- Enter some default text in the default subject line and choose your template.
- Click "Update."
Emailing an Invoice with or without an Account Summary
In this example, when emailing an invoice with account summary, the template called “Invoice Template 2 Online Payments” has been selected as the default.
Note: The option to "Attach Account Summary PDF" is selected by default for "Emailing Invoice with Account Summary" but is toggled OFF for "Emailing Invoice." At this point, if you decide you do or don't want to include the PDF with the invoice, you can simply switch this to ON or OFF before you click "Create Invoice."
When emailing an invoice, the contents of the “Default Subject” field is used to populate the subject line of the email.
Note: The merge codes used in this example have now been populated with the client reference “Poppy” and the invoice number.
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